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What Lies Ahead

It’s Donald Trump’s market now. Investors need to prepare.

Letter to Trump: Tesla’s post- Small-caps,

Leave Powell election surge value stocks,
alone and keep an may be only the and other
eye on Musk. beginning. promising plays.
>
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Funds: New Ways to
Economy: A Tricky An Open Letter to Mr. Trump Invest in Small-Caps
Balance for Fed Policy Cover Story: Our advice for the incoming president as he considers his strategy and By LEWIS BRAHAM
Suppressing interest rates might personnel choices. A lot has changed since the last time he was in the Oval Office.
help President-elect Donald By MATT PETERSON P. 25
Trump fulfill his economic agenda.
Bond holders, beware.
Income: It’s All About
By RANDALL W. FORSYTH a U.S. Focus Now
Here are stocks poised to benefit
P. 15 most under Trump’s tax plan.
What Tesla Gains By AL ROOT

From Trump’s Win P. 26

By supporting Trump, Elon Musk
might well have bought a great
Tech Trader: What’s
deal of protection for Tesla shares. Ahead for Big Tech
Better fundamentals need to follow. It won’t be all smooth sailing.
By AL ROOT By TAE KIM

P. 16 P. 31

The Most Likely International: Europe’s

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Scenario for the SEC Auto Makers on Sale

Wall Street may be eager to see By CRAIG MELLOW
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motion won’t be so simple.
By BILL ALPERT
Striking Price: The
S&P 500 Is Apolitical
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Up & Down Wall Street:
Howard Marks’ Take Donald Trump and Melania Trump at the Palm Beach Convention Center on election night. Retirement: Bonds Are
Oaktree Capital’s founder weighs in Turmoil Again
the potential risks and rewards in Here are ways to pare your risk.
the coming four years. By ELIZABETH O’BRIEN
By ANDY SERWER WARREN BUFFETT TURNS CAUTIOUS AS MARKETS SURGE • PAGE 18

P. 18 P. 21 P. 54
P. 10
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VOL. CIV NO. 46 NOVEMBER 11, 2024 $5.00

Streetwise: A Test for Mountain of Cash Reality Check Becomes an Annuity

the Trump Trade What Lies Ahead
Some may say Warren Buffett took Companies such as Constellation Sloan’s View: A case study of a
Trades tied to the GOP win profits too soon and missed out on were counting on special deals corporate maneuver for “derisking.”
It’s Donald Trump’s market now. Investors need to prepare.

Letter to Trump: Tesla’s post- Small-caps,

Leave Powell election surge value stocks,
alone and keep an may be only the and other
eye on Musk. beginning. promising plays.
PAGE 12 PAGE 15 PAGES 25, 28

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I N D EX
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plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
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A Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 33 L Lockheed Martin . . . . . . . . . . . . . . . . . . . . . . . . . . 30 N Nathan's Famous . . . . . . . . . . . . . . . . . . . . . . . . . . 33 P Palantir Technologies . . . . . . . . . . . . . . . . . . . . . . 33

Aegis Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Lucid Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Needham Aggressive Growth . . . . . . . . . . . . . . 24 PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Nexstar Media Group . . . . . . . . . . . . . . . . . . . . . . 54
ALPS O'Shares U.S. Sm-Cap Quality Div . . 25 Nucor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,26 M Mercedes-Benz Group . . . . . . . . . . . . . . . . . . . . . 31 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . 9,15,20,21,26,33 Q Qualcomm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,18,23,24,33 Meta Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Arch Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,33
AutoNation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 O Occidental Petroleum . . . . . . . . . . . . . . . . . . . . . . 18 R Republic Services . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Mueller Industries . . . . . . . . . . . . . . . . . . . . . . . . . 33 ON Semiconductor . . . . . . . . . . . . . . . . . . . . . . . . . 20 Rivian Automotive . . . . . . . . . . . . . . . . . . . . . . . . . 15
RTX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
B Bank of America . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Bank of New York Mellon . . . . . . . . . . . . . . . . . . 30
Berkshire Hathaway . . . . . . . . . . . . . . . . . . . . . 9,18 S Samsara . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
BlackRock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Shake Shack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
BlackRock Floating Rate Inc Strategies . . . 55 Sherwin-Williams . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
BMW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Shopify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,25 Southwest Airlines . . . . . . . . . . . . . . . . . . . . . . . . . 33
BYD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 SPDR Portfolio S&P 600 Small Cap . . . . . . . . 24
SPDR S&P 500 ETF Trust . . . . . . . . . . . . . 22,32
Lachlan Murdoch, Executive Chairman, News Corp Starbucks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
C Cambria Chesapeake Pure Trend . . . . . . . . . . 23 Rupert Murdoch, Chairman Emeritus, News Corp Steel Dynamics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Cambria Global Asset Allocation . . . . . . . . . . . 23 Robert Thomson, CEO, News Corp Almar Latour, CEO, Dow Jones Stellanti . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Cambria Shareholder Yield . . . . . . . . . . . . . . . . 22 STMicroelectronics . . . . . . . . . . . . . . . . . . . . . . . . 20
Camping World Holdings . . . . . . . . . . . . . . . . . . 25 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,30 EDITOR IN CHIEF David Cho
Clorox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
CNX Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin T Talen Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Conagra Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
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Constellation Energy . . . . . . . . . . . . . . . . . . . . . . 21 DEPUTY EDITORS Alex Eule, Ben Levisohn Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,15
Crescent Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 25 EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt 3M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
EDITOR AT LARGE Andy Serwer Trump Media & Technology Group . . . . . . . . . 10

D Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 MANAGING EDITORS Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel
Dimensional US Small Cap Value . . . . . . . . . . 24 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Mary Romano, U UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 30
Dollar General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Robert Sabat, Rupert Steiner (London bureau chief)
Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Al Root V Vanguard Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Vanguard Mortgage-Backed Securities . . . . . 55
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

E Ecolab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 SENIOR WRITERS Bill Alpert, Nicholas Jasinski, Tae Kim, Paul R. La Monica, Megan Leonhardt, Adam Levine, Vistra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Joe Light, Elizabeth O’Brien, Teresa Rivas, Ian Salisbury, Avi Salzman, Laura Sanicola, Rebecca Ungarino Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
REPORTERS Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Catherine Dunn, Sabrina Escobar,
F F&G Annuities & Life . . . . . . . . . . . . . . . . . . . . . 54
Financial Select Sector SPDR . . . . . . . . . . . . . 30 George Glover, Anita Hamilton, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis, Angela Palumbo, W Walgreens Boots Alliance . . . . . . . . . . . . . . . . . . 10
First Solar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Abby Schultz, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20,25 Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18,30
STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol, WisdomTree U.S. SmallCap Dividend . . . . . . 25
Ross Snel, Neal Templin, J.J. Thompson
G Gamco Investors . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 COPY DESK Michael J. Burlingham, Robert Teitelman
GeneDx Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 33
General Mills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 IDEAS EDITOR Matt Peterson
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
GlobalFoundries . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary
Goldman Sachs Group . . . . . . . . . . . . . . . . . . . 18,30 SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
Graham Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Chelsea Schiff
HEAD OF VISUALS
Lynne Carty, Shayanne Gal, Sue Ng
ART DIRECTORS
H Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 DATA GRAPHICS EDITOR Molly Cook Escobar
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Nicole Silver

I Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9,26 RESEARCHER Dan Lam

iShares 1-3 Year Treasury Bond . . . . . . . . . . . 55
iShares 1-5 Year Investm Grade Corp Bnd . 55 STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
iShares 20+ Year Treasury Bond . . . . . . . . . . 55
ADVERTISING SERVICES MANAGER James H. Balmer
iShares Broad USD HY Corp Bond . . . . . . . . 55
iShares S&P 500 Growth . . . . . . . . . . . . . . . . . . . 29 NEWS [email protected] STATISTICS [email protected] CUSTOMER SERVICE 800-544-0422
iShares S&P 500 Value . . . . . . . . . . . . . . . . . . . . . 29 GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter

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 November 11, 2024 BARRON’S 7

UP & DOWN WALL STREET

“Probably 98% of the things Trump will do can’t be
predicted, and even the consequences of the
things we know he’ll do can’t be predicted.”

Howard Marks on
Capital Management ($205 billion in the consequences of the things we
assets under management)—and know he’ll do probably can’t be pre-
known for his pointed memos—isn’t dicted,” he continues. “Anybody who
unlike Warren Buffett in that his wis- tells me what they think the world’s

Trump, Risk,
dom can sometimes seem simplistic going to look like two years from now,
and folksy. Yet, as with Buffett (a fan I’ll bet all my money that they’re
of Marks’ missives), if you ruminate wrong. The future is just too damn
on his teachings, you usually find indeterminate to hang your hat on.

Inflation, and Tariffs

something you hadn’t considered. John Kenneth Galbraith said, ‘We have
Example: When I asked Marks two kinds of forecasters, the ones who
about finding a money manager don’t know and the ones who don’t
who could produce sustainable above- know they don’t know.’ ”
market returns, he said, “That re- Circling back to our previous con-
minds me of what Don Meredith once versation, I asked him to expound on

T
said on Monday Night Football, ‘They Marksist theory about risk.
he message is loud picking winners and losers (except don’t make them the way they used “People want to be able to take the
and clear. Donald for tariffs), all reasons that investors to. But then again, they never did.’ ” concept of risk and use it in a formula
Trump won his perceive the incipient environment to “Howard has the ability to think to do computations,” Marks says.
rubber match elec- be advantageous. And yet, with all of second-order,” says Oaktree co- “The only number that’s available to
tion against the the dancing, dancing, dancing in the founder and portfolio co-manager use as a proxy for risk is volatility, or
Democrats deci- streets, note that this new freedom Sheldon Stone, who has worked with the standard deviation of prices or
sively, a ringing could be accompanied by greater risk Marks for over four decades. “You returns. That’s not what risk is. Risk
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

endorsement of his mandate. And the BY ANDY in the capital markets. The Donald talk about something, and he’ll make is the probability of losing money,
markets roared in approval of this SERWER may be a once-in-lifetime difference- you think further.” [but] there is no number you can use
Trumpvember surprise, with the Dow maker, but even he hasn’t figured out What will a Trump presidency for that because there’s no place you
Jones Industrial Average logging its how to obviate this immutable law of be like? I asked Marks on Thursday. can look to find out what the probabil-
biggest gain (1508 points, or 3.57%) economics: With greater returns After noting that Trump will be pro- ity of a bad outcome is today or what it
in two years on Wednesday. comes greater risk. business, Marks says, “Many of the was six months ago when you made
Layer upon that the fact that having That subject of risk is stimulating things he wants to do or that he talked the investment. So, you can be quanti-
the uncertainty of the election out of grist for market sage Howard Marks, about doing would be inflationary, like tative but not accurate, or accurate but
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

the way is seemingly a longstanding 78, whom I spoke with before the elec- lower interest rates and cutting taxes.” not quantitative. You can’t do both.”
plus for the market, as November and tion as part of our At Barron’s video Trump’s tariffs “are an attempt to

H
December were two of the S&P 500 interview series, and a bit after, as repeal the laws of economics.” ow do investors apply that
index’s strongest months over the past well. Marks, co-founder and co-chair- “Probably 98% of the things Trump point? By being wary,
six decades (with November being man of alternative-asset firm Oaktree will do can’t be predicted, and even Marks says, of those who
No. 1, up over 1.5% on average), ac- say they can attach a num-
cording to Bessemer Trust’s Holly ber to risk. “Precision increases the
MacDonald and Jeffrey Mills. Howard Marks, likelihood that people will attach sig-
co-chairman of
A Trump presidency might con- alternative invest- nificance to things they shouldn’t,” he
tinue to supercharge the markets— ment manager says. “Mark Twain said, ‘It ain’t what
Oaktree Capital
perhaps, as some wags suggest, even Management.
you don’t know that gets you into
more than Blackstone President Jona- trouble. It’s what you know for sure
than Gray’s much-talked-about inspi- that just ain’t so.’ ”
rational morning-run videos on (Lessons about losing money bear
LinkedIn do. The speed, though, to repeating—a thought that struck me
which the rather obvious conclusion as I was listening to Al Pacino narrate
that Trump Part Deux is a boon for the audiobook version of his wonder-
stocks could quickly be priced in. It’s ful autobiography Sonny Boy, when he
yet another reminder to always stay rasped, “I had $50 million and then I
invested. had nothing,” referring to when he
Less obvious is a critical implica- was conned by a crooked accountant,
tion of the mostly unfettered capital- who was sentenced in 2011 to more
Jeenah Moon/Bloomberg

ism that will accompany the next than seven years in prison for running
Trump administration, engendered a Ponzi scheme. Not just flaky actors
by GOP control of the Senate and were fleeced. Sophisticated executives
perhaps the House. Yes, expect tax and a member of the Mellon family
cuts, less regulation, fewer guard- were also taken by the scheme.)
rails, and a government no longer I was curious as to where Marks,
 8 BARRON’S November 11, 2024

Up & Down Wall Street (continued) bonds—yes, he oversees what is basically investment. You have to be price-conscious. Korea was a single country. Then, follow-
a bond house and thus is talking his book— It’s not a matter of buying good things, but ing World War II, it was split in two….
which runs counter to Paul Tudor Jones buying things well. You have to understand South Korea has operated as a capitalist
a fixed-income aficionado, came out on the and Stan Druckenmiller, who’ve said re- that difference. It’s more than grammatical. democracy and North Korea as a commu-
great rate debate. “Anybody who came into cently they are avoiding or even shorting “I started working in this business 55 nist dictatorship…[North Korea’s] GDP
this business after 1980, so almost every- bonds. years ago, and the banks invested in the in purchasing power terms is estimated
body in the business, has only lived through “I’m not a trader,” he says when I men- Nifty Fifty—stocks of the 50 best compa- at $2,000 per person versus $50,000 in
declining interest rates or ultralow interest tion those names. “My investments are for nies in America—companies so great, there South Korea. North Korea’s citizens are
rates,” he says. “People tend to say, ‘This is the long term. I’m not predicting that bonds was no price too high,” he says. “If you described as impoverished, but at least it
normal. I’m going to extrapolate it to the are going to go up in price. There are lend- bought those stocks the day I started work doesn’t have a border problem, since no-
future.’ No, that was an unusual time. De- ing investments today from which you can and held them tenaciously for five years, body’s trying to sneak in….I think it’s fair
clining interest rates and ultralow interest get a substantial contractual return. Take you lost over 90% of your money. Why? to say capitalism has won.”
rates dominated the history of the last 44 high-yield bonds, an asset class that I’ve Because they were too expensive.” I laughed out loud at North Korea’s non-
years, but I don’t think they’re going to be been in for the last 46 years. Today, they Does that thinking apply to the Magnif- border problem and then realized that Rus-
the norm going forward.” offer about 7% interest. That’s a good level. icent Seven? “You can’t make meaningful sia, Cuba, and Venezuela don’t have border
That means a higher rate environment, For somebody who says, ‘I think the next observations about assets unless you problems, either. And, of course, we do.
right? “I think we’re going to be in a normal move of interest rates is up,’ it may not be know them extremely well, and I don’t,” And the reason people clamor to come here
rate environment. The emergency rates of attractive. But it may be a good long-term he says of that group. “They have high is because our country is a beacon. Yes, our
zero are no longer called for. When rates investment. My goal is not to predict the price/earnings ratios, but sometimes a soon-to-be full-throttle capitalism is part of
are too low, they subsidize asset owners movement of prices; it’s to make loans to high-priced car is worth it and a low- it, but underpinning it is our gold standard
and borrowers and penalize savers and companies that will pay me back.” priced car isn’t. Everybody thinks these rule of law. If our legal system degrades
people living on fixed income and lenders. are great companies. They may be. I don’t and, for instance, litigants can habitually

O
The Fed and the Treasury should let inter- ne of my favorite Marksisms is, think people should have a knee-jerk reac- influence the legal process, that would be
est rates occur naturally through negotia- “There are no bad assets, only tion on that subject. I try not to.” tantamount to removing Lady Justice’s
tion between borrower and lender, and I bad prices.” I asked him to In a memo Marks wrote in September, blindfold.
don’t think when the lender and the bor- expound upon that. “A good “Shall We Repeal the Laws of Economics?” And capitalism without justice…isn’t
rower sit down to negotiate, they’re going asset is not synonymous with a good in- he extolled the virtues of capitalism: “His- good for the market. B
to agree on half a percent or zero.” vestment,” he says. “It’s not what you buy; tory is littered with command economies
Marks urges increased investment in it’s what you pay that determines a good that didn’t succeed.…Eighty years ago, email: [email protected]
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

End-to-End Coverage,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

From Uranium Mines to Utility Lines

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 November 11, 2024 BARRON’S 9

R E V IEW & PREV IEW 43,988.99 648.84

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Preview daily newsletter at
barrons.com/reviewpreview.
Dow Industrials: + 1936.80 Dow Global Index: + 20.59

LAST WEEK TH IS WEEK

Markets: A high-stress week dawned, Monday, 11/11

with an Election Day and a Federal
Reserve policy meeting. Donald Trump Bond markets are closed on Monday
swept to a big victory, sending the dol- in observance of Veterans Day. Equity
lar, bank stocks, Tesla, and indexes markets will keep regular hours.
soaring. Bitcoin hit a new high. Trea-
sury yields surged. Oil prices dipped,
after rising on OPEC+’s decision to Wednesday, 11/13
keep production cuts through Decem-
ber. On Wednesday, the Fed cut rates The Bureau of Labor Statistics
by 0.25%. Trump trades slipped as the releases the October consumer price
week ended, but the Dow was up a index on Wednesday. Economists sur-
whopping 4.6%; the S&P 500, 4.7%; veyed by FactSet see the overall index
and the Nasdaq Composite, 5.7%. accelerating slightly to 2.5% year over
year, compared with 2.4% in Septem-
Companies: Boeing workers ap- ber. The bureau releases the producer
proved a new pay package and ended price index on Thursday. Economists
their strike. Warren Buffett continued project the gauge to rise 2.3% year

Families
Where the Money’s Gone to sell Apple shares, booking $97 bil- over year in October, compared with
Family-office wealth has slowly been lion in gains and boosting Berkshire 1.8% in September.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

shifting from stocks to private equity, Hathaway’s cash pile to $325 billion.

Go Private
cash, and fixed income. Nvidia replaced Intel in the 30-stock
2021 2023 Dow and edged out Apple for the Thursday 11/14
0% 25 50 world’s biggest market cap; Sherwin
Public Market
Equities Williams replaced Dow, the company, Earnings season keeps chugging
Cash and not the index. Qualcomm saw profit along with Walt Disney headlining
Family offices, which manage money for the ultra- Fixed Income nearly double and offered a bullish the week’s results on Thursday. Inves-
wealthy, are embracing private equity, with some Private Equity outlook, and hope for iPhone sales. tors will seek updates on the Disney+
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

40% seeing PE as a “core component” of their Real Estate streaming service and parks division,
strategies in the next two years, according to a Deals: The Financial Times reported and monitor new developments in
Hedge Funds
new study from investment bank Bastiat Partners that BlackRock was in early talks CEO Bob Iger’s succession plan. Dis-
and PE firm Kharis Capital. Private Credit to take an equity stake in hedge fund ney announced in October that it will
Family offices invest in private markets Millennium Management...Franchise target 2026 to find his replacement.
Commodities
through direct stakes in companies, funds, and Group, which owns the Vitamin
co-investments with PE firms. The PE trend aligns Other Shoppe and Pet Supply Plus chains,
with a September survey from Campden Wealth Source: Goldman Sachs filed for Chapter 11. Franchise is Friday 11/15
and RBC Wealth Management, in which family embroiled in a federal probe into its
offices said PE and venture capital offered the best founder’s ties to a major shareholder, The Census Bureau reports retail
long-term risk-adjusted returns, followed by Where the Money's Going investment bank B. Riley...Restaurant sales data for October on Friday. Ear-
stocks. Some 42% expect more private exposure One survey shows how family offices chain TGI Fridays also declared bank- lier in the week, home-improvement
this year, while 19% see adding exposure to stocks. are ramping up bets in private equity ruptcy…Artificial-intelligence start-up store Home Depot and e-commerce
Developed-market stocks returned 17.8% on aver- and alternative assets. Perplexity tripled its valuation to $9 platform Shopify, used by many re-
age for family offices last year, notes Campden, com- 0% 25 50 billion in a new funding round. tailers, release results.
Increase exposure to
pared with 11% for direct PE investments and 7% private markets
for PE funds. But, says Bastiat Managing Partner Increase exposure to
Nader Afshar, public-market outperformance “can alternative assets
sometimes be an indicator that private markets, THE NUMBERS
Build cash balances
which tend to lag behind by a few months or more—

$1.4 T $67 B $3.4 T $64 B

Reduce commitment
particularly in less efficient asset classes—may soon of new money
to private markets
follow suit.” Long-term strategies, he says, are a
Illustration by Elias Stein

“natural fit for patient capital like family offices.” Increase exposure Size of China’s Rystad Energy Market capitaliza- Gains made by
to real estate
Bastiat and Kharis also explore more-nuanced newest fiscal stim- forecast for the tion of Nvidia this world’s 10 richest
Increase exposure to
trends. Among them: Families thwarted by lack pubic market equities ulus plan, aimed global transformer past week, passing people on Wednes-
of initial public offerings and M&A have turned to Increase exposure mostly at shoring market in 2030, up Apple as the day’s stock surge.
“continuation funds,” which allow PE firms to pro- to fixed income up indebted local from $48 billion in world’s most valu- Elon Musk was up
vide liquidity for exiting investors. — Abby Schultz Source: Campden/RBC governments. 2024. able company. $26.5 billion.
 10 BARRON’S November 11, 2024

ST R E E T W I S E
Elections matter. But election-based investment
strategies, even after an Election Day with results
as clear as this one, are difficult to get right.

The Red Wave Was a

on production growth. More produc- in the next few months (at least rela-
tion could help lower gasoline prices, tive to hyped-up expectations), it will
but a gallon of regular, which briefly be about fiscal restraint, rather than
spiked to a pandemic high of $5, on fiscal irresponsibility. When the mar-

Pretty Clear Win. The

average, in summer 2022, is down to ket realizes this, long-term UST yields
$3.07. That’s close to its 20-year aver- could stabilize or decline.”
age of $2.91, not adjusted for inflation.

E
Betting against Treasuries would lections matter. Voters today

Trump Trades Aren’t.

seem like a lock. Either candidate was are jubilant or distraught,
sure to preside over a humongous depending on whether
deficit in the years ahead. But strate- things went their way. But
gists say Trump’s might be humon- election-based investment strategies,
gous-er, especially with a compliant even after an Election Day with re-
Congress. He is presumably in favor sults as clear as this one, are difficult

T
of extending his own first-term tax to get right. Arch Resources sharply
he Trumpiest of Trump trades that make more intui- cuts, and he has campaigned on outperformed First Solar between
Trump stocks took tive sense? Careful there. scrapping taxes on tips, overtime, the last election and this one, and it
off for a postelec- For example, you’d think another Social Security, and more. wasn’t because President Biden tap
tion moon ride, but Trump term would be excellent for Big deficits could prove inflation- danced to “Chim Chim Cher-ee” to
then quickly fell in oil—drill, baby, drill, and all that. And ary, which suggests that bond buyers signal support for coal over clean
line with the mar- sure enough, the Vanguard Energy will need to be lured with higher energy.
ket. Trump Media exchange-traded fund, which tracks a yields, which means prices will have For returns, “elections matter, but
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& Technology Group traded 35% BY JACK basket of oil and gas stocks, jumped to come down. Already, the 10-year other factors tend to matter more in
higher at one point on Wednesday, but HOUGH 4% on Wednesday. Treasury yield has plumped up to aggregate,” says Truist’s Lerner. “As
closed up less than 6%—just like the But maybe don’t bet little Timmy’s 4.4% from 3.6% since mid-September. you go out three, six, 12 months...the
Russell 2000 index of small compa- entire college fund. For one thing, the But one thing about a red wave is business cycle still matters. What
nies—before tanking on Thursday. fund has been a long-term blah, re- that Republicans will fully own the central banks are doing around the
An investor who knew the election turning 50% over the past decade. economic results of their actions. “It’s globe, Middle East tensions, matter.
results ahead of time might have ex- Investors made five times as much in not going to be long before we’re talk- The profits of technology stocks will
pected a bigger gain for ticker DJT, an S&P 500 index fund. For another ing about midterm elections,” says matter.”
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

but not because it’s an attractive in- thing, the U.S. is already breaking Keith Lerner, chief market strategist at Lerner recommends investors stick
vestment on paper—just the opposite. records for oil production, not just for Truist Advisory Services. “Either can- with shares of large companies be-
The parent company of Truth Social itself, but for any country, ever. didate doesn’t want a recession in the cause their earnings growth has been
recently had a stock market value of Crude oil prices have slumped over first or second year of their presi- better than that of small companies,
just under $8 billion, which is in the the past year on forecasts that the dency. I also think that the bond mar- and they have less exposure to vari-
same ballpark as Walgreens Boots world will be slightly oversupplied ket at some point could provide some able-rate debt, should rates rise, and
Alliance. But revenue last quarter due to sluggish growth, especially in constraints on what can be done.” they are more tied to artificial intelli-
was around $1 million, on par with China, which has also been a rapid Or maybe there will be constraints gence, which he views as early in its
Shake Shack—one typical location, adopter of electric vehicles. It’s un- before the bond market tantrums. development.
not the whole chain. clear how drill, baby, drill would help “We’d be mindful of pushing the [U.S. Wedbush Securities analyst Dan
In other words, DJT is blissfully energy stocks, whose best spurts of Treasury] yield story much further,” Ives predicts $1 trillion in artificial-in-
detached from economic reality, performance have come when crude wrote the rates strategy team at Mac- telligence-related capital expenditures
which in the short term makes it the prices were high and chief executives quarie Research on election night. “If over the next few years, and a “golden
purest of Trump trades. were promising to remain disciplined there’s a surprise coming from Trump era for deal flow among public and
Conditions could hardly be better private tech players” following
for those trades. President-elect Don- Trump’s inauguration.
ald Trump had the kind of Election I suppose we can call those Trump
Day that turned MSNBC’s pundit BARRONS.COM/PODCASTS trades. But following them seems a lot
desk into a funeral within an hour of like just sticking with a cheap S&P
Pennsylvania polls closing. Republi-
cans flipped the Senate and appear
likely to keep the House of Represen-
Barron’s Streetwise 500 index fund.
Speaking of the index, think of it as
a profit-seeking machine that auto-
tatives. It’s a red wave, and the first In a weekly podcast by Barron’s, columnist Jack Hough looks matically adjusts to new political real-
Republican popular vote win in two at the companies, people, and trends you should be watching. ities. Celebrate or fret over the election
decades, providing a clear mandate This is Wall Street like you’ve never heard before. Subscribe as you like, but let the machine figure
for four years of Plan Trump. to Barron’s Streetwise on Spotify, Apple Podcasts, out how to make money from it. B
Even if DJT isn’t behaving quite as or your favorite listening app.
expected, how about piling into email: [email protected]
 November 11, 2024 BARRON’S 11

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Join us in celebrating these financial advisors whose commitment to their clients represents the greatest ideals
of our profession. We are honored to have them as members of the Raymond James Chairman’s Council.

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Bill Hoyt Don Hershberger Jr. Jeffrey Hendel Mary Evans Paul Wood Tom LaMacchio
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Brien Krank Dow Crocker Jim Edwards Matt Skotynsky Philip Moses Jr. Timothy Fries
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Bud Wentz Frank Girard John McRae Michael Shapiro Rick Wagener Tom Lee
Chris Doughty Frederick Keator John Osbourne Mike Hines Robby Bader Tom Seiler
Chris Hall Gautam Muthusamy Jonathan Allen Mike Kanner Rolfe Miller Traci Richmond
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Craig Houck Hal Greer Lee Bryan III Neal Griffin III Scott Brown Yoni Marom

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 12 BARRON’S November 11, 2024 November 11, 2024 BARRON’S 13
ELECTION 2024

A LETTER TO THE PRESIDENT-ELECT

Barron’s health workforce, which is in the midst of a crisis of confidence. A Harvard study found that nearly half of state
1211 Avenue of the Americas and local government public-health workers left their jobs in the five years through 2021; Covid has only
New York, NY 10036 accelerated the burnout. Your choices for key health agencies could boost—or weigh on—their morale.

Fourth, you deserve a loyal team, but don’t let that keep you from getting the best advice. Good advisers
dissent sometimes, especially on the economy. Others’ agendas may not always align with yours, especially when
Dear President-elect Trump, they aren’t sworn into the government and don’t commit to avoid conflicts of interest.

Congratulations on your historic victory. You have won not only the electoral college, but also, for the first Elon Musk has worked wonders at Tesla and SpaceX, and no doubt will have some good advice on
time, a majority of the popular vote. This should put an end to the ceaseless questioning about your democratic streamlining the government. But his suggestion that he could cut $2 trillion in federal spending isn’t credible; that
legitimacy. You are the president most Americans want. would require brutal cuts to Social Security and Medicare, which you’ve said you want to protect. Musk is
embroiled in disputes with the Securities and Exchange Commission and other agencies, while his business relies
Much has changed in the economy since you left office in 2021. You’re inheriting an amazing recovery. But that on government contracts. It will be important to filter his advice for any signs that he is putting self-interest above
can change quickly. Inflation may not be fully vanquished, and consumers are anxious about the future. The stock the nation’s. As the nation’s dealmaker-in-chief, you know well that few people are willing to spend $118 million
market welcomed your victory but will be quick to abandon you if the economic gains don’t continue. without expecting something in return.

As you consider your strategy and personnel choices for your new administration, you may want to consider a Finally, remember that while stock prices will change rapidly and often randomly, the bond market will have
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

few friendly pieces of advice from those who, like you, are deeply invested in the fate of the economy and the markets. important messages for you. Already, there are signs that traders anticipating your presidency have sold off long-
term government debt, prompting the 10-year Treasury yield to rise to 4.4% the day after the election. In practical
First, spend time with your economic advisers discussing how you can keep this boom going. You campaigned S&P 500 10-Year Bond Yield
July 21 Nov. 6
terms, that means disappointment for Americans who were hoping for mortgage rates to fall as the Fed continues
on leveling the global playing field for American workers, and as you do so you’ll need to be careful not to reignite 6500 Biden drops out Election 4.50% to cut rates, since mortgages follow the 10-year yield. How you manage the government budget will make a
inflation. Yes, President Biden’s overspending contributed to that problem, but tariffs will raise prices even if other difference.
nations don’t respond. And they probably will. 4.25
6000
4.00
Your 2017 tax cuts helped the economy grow. This time you may have better luck with a different plan. You
Consumer sentiment is still in recession territory. The end of election season may help the national mood, but were the rare president who slowed the growth of the regulatory state. That could help again this time.
5500
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

your choices as president will matter, too. Remember the national furor that erupted over family separation of 3.75
migrants in your first presidency. Deportation raids that reach into homes and workplaces will create an ugly You have the unlucky timing of taking over as the federal debt is set to exceed 106% of gross domestic product,
5000 3.50
spectacle. Measures that abruptly restrict the labor force risk driving up inflation. the record set after World War II, according to the Congressional Budget Office. The budget deficit is at 7% of
July 2024 Nov. July 2024 Nov. GDP. If you follow through with all your campaign promises, it could rise rather than fall.
The Federal Reserve is finally bringing down interest rates, just as you wanted, but Chair Jerome Powell won’t Source: FactSet Source: FactSet
hesitate to reverse course should conditions change. Global investors’ appetite for U.S. debt is already weakening, though not yet worryingly so. If we continue
issuing vast new amounts for years on end, investors could demand more reward to hold our debt. A rising term
Second, in that vein, it would be wise to listen to the advisers who have counseled you to be wary of interfering premium would threaten a stock market that has already seen a long run-up in valuations.
with the Fed. On Thursday, Powell said unequivocally that he isn’t quitting, and he believes it’s illegal for you to fire
him. It wouldn’t be worth it, anyway. One silver lining of the inflation crisis is that inflation expectations have The stock market isn’t the economy, of course, but surely you’d rather see it in the green than the red.
remained relatively low. Markets generally trust the Fed to do the right thing when a crisis hits, even if it makes
Consumer Sentiment Index
mistakes along the way. If you weaken his authority, you risk spooking markets. You’ll have a chance to replace him Good luck, Mr. President-elect. We all have a stake in your success.
as Fed chair in May 2026. When you do, you should recall the advice of Kevin Hassett, the former chair of your 120
Council of Economic Advisers, who has said you “should choose a neutral Fed leadership.”
100

Third, keep the memory of the Covid-19 pandemic fresh in your mind as you think about who should staff 80
public-health agencies. No one knows better than you how badly the economy can perform when Americans
aren’t fully vaccinated. In your victory speech, you said you will empower Robert F. Kennedy Jr. It’s always 60

Chip Somodevilla / Getty Images

sensible to get a broad range of advice, but Kennedy’s repetition of the discredited link between vaccines and 40
autism is troubling. Widespread childhood vaccination is a modern miracle underpinning our economy, and Matt Peterson
2020 ‘21 ‘22 ‘23 ‘24

Ting Shen / Bloomberg

anything that would weaken it should give you pause. Politics and Policy Columnist
Source: Federal Reserve Bank of St. Louis

A new pandemic could quickly erase our gains since Covid. You should be sensitive to the state of the public-
 14 BARRON’S November 11, 2024

ELECTION 2024

THE EC ONOMY
Donald Trump’s spending plans could add as
much as $15.5 trillion to the national debt over 10
years. Tariffs will hardly make a dent.

Trump Needs to Fund

istration—has proposed nominating expires at the end of 2025.
and confirming a new Fed chair ahead The Committee for a Responsible
of the end of Powell’s term in May Federal Budget estimates that all of
2026, as my colleague Matt Peterson Trump’s spending plans could add as

His Economic Boom.

first reported last month. much as $15.5 trillion to the national
“At that point, no one is really going debt over 10 years. A much smaller
to care what Jerome Powell has to say total seems likely, according to James
anymore,” Bessent said. The market Lucier of Capital Alpha Partners. Def-

Powell Could Help.

would take its cues from the Fed chair icit hawks in the House of Representa-
in waiting. tives, which is now expected to remain
under GOP control, could limit the

T
he deficit totaled over $1.8 total increase to less than $7.75 billion,
trillion, over 6% of gross the midpoint of CRFB’s debt increase
domestic product, in the estimate, Lucier wrote in a client note.

T
fiscal year ended September, Tariffs would scarcely make a dent
o make America Trump, meanwhile, has made no a shortfall previously seen only dur- in that. The president-elect has sug-
great, Donald secret of his disdain for Powell, whom ing wartime or recessions. gested Elon Musk could head a “de-
Trump will want an he appointed in 2018, criticizing him A big contributor has been the gov- partment of government efficiency,”
economic boom as for keeping rates higher than he liked ernment’s interest expense, which is which the tech mogul asserted could
his legacy. Extend- and even floating the idea of firing estimated to total $882 billion this year, produce at least $2 trillion in spending
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

ing his 2017 tax him. More recently, Trump also said topping military spending at $874 bil- cuts, out of federal spending of $6.75
cuts, plus adding the Fed shouldn’t cut rates so close to lion, and second only to Social Security trillion in fiscal 2024. That seems far-
his campaign promises to exempt tips, BY RANDALL the election, as it did in September. at $1.6 trillion. That’s in part due to the fetched.
overtime pay, Social Security, and so W. FORSYTH At his press conference on Thurs- Fed’s sharp rate hikes, which lifted Mandatory items, mainly Social
forth from taxes, are key parts of his day (following the Fed’s as-expected T-bill rates from just above zero in Security, Medicare, and Medicaid,
plank. That, however, threatens to decision to trim its policy rate by an- early 2022 to a peak of 5.34% in Octo- account for nearly two-thirds of fed-
swell the already huge budget deficit other one-quarter percentage point, to ber 2023. eral spending. Interest, at about 14%
even further, which has sent Treasury a range of 4.5% to 4.75%), Powell was Unlike Trump’s first run in 2016, of the budget, would be a target,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

bond yields climbing sharply. This asked if would resign if asked by when he said he would eliminate the which would leave more room for
past week, the 30-year hit 4.6%, a Trump. His terse response? “No.” government’s debt, the once and future Trump’s tax proposals.
four-month high. More provocatively, Scott Bessent— president has pitched a litany of tax More importantly, the key to limit-
But the former real estate developer a prominent Trump advisor who cuts during the recent campaign. More ing, or even reducing, the burden of
could be tempted to seek a better deal heads hedge fund Key Square and central will be the extension of the sig- the government’s debt is to have inter-
on the most nettlesome part of the who has been bruited as a possible nature measure of his first term, the est rates lower than the growth of the
budget, the government’s interest tab, Treasury secretary in the next admin- Tax Cuts and Jobs Act of 2017, which economy. That is how the U.S. was
which now exceeds what it pays for able to slash its debt of 106% of GDP
defense. That might involve leaning on coming out of World War II all the
the Federal Reserve to bring down Going the Distance way to 23% by 1974.
short-term interest rates, which in Yields on 30-year Treasury bonds may be headed toward 5%. They haven't But it was more than the postwar
turn could help curb the government’s been solidly above that level for years. boom that whittled the debt burden. It
deficit, widely blamed for the inflation was financial repression—holding
seen by voters as the nation’s No. 1 30-Yr Treasury Bond Yield down interest rates—plus the inflation
economic woe. It’s not exactly eco- of the late 1960s and 1970s that pared
nomic orthodoxy, but not much in the 6% debt relative to the economy.
Trump agenda is. 5
Suppressed interest rates would be
All of which is speculative, to be an expedient way to help Trump, the
sure. The nation’s central bank is le- 4 self-described “king of debt,” achieve
gally an independent agency and its his goals of tax cuts and a booming
chair, Jerome Powell, has always in- 3 economy while limiting or reducing
sisted that the Fed stays out of fiscal the burden of that debt. The only los-
2
matters. But many economists suggest ers would be bond buyers, who would
increased federal deficits, which 1 see the value of their investments
would stimulate the economy and whittled by inflation. But who cares
could boost inflation, might be met 0 about them? B
with tighter monetary policy. So, the 2005 '10 '15 '20
two aren’t totally separate. Source: Bloomberg email: [email protected]
 November 11, 2024 BARRON’S 15

ELECTION 2024

Tesla Is in the
Driver’s Seat Now
CEO Elon Musk pulled off a windfall for
the auto maker. Now its fundamentals
need to catch up to its heady price.

BY AL ROOT

E
lon Musk created the perfect Now the company’s fundamentals
hedge for Tesla stock with need to catch up with its share price.
his support of Donald As of Friday’s close, Tesla’s stock
Trump. traded at 101.0 times 12-month forward
The president-elect isn’t a friend of earnings, its highest since Jan. 20,
electric vehicles. He has said they are 2022, when EV deliveries were grow-
a risk to the U.S. auto industry and ing 40% year over year. Tesla deliveries
promised to eliminate tax credits on aren’t expected to grow at all in 2024,
EV purchases as well as emission although Musk believes that growth in his victory speech. “He’s a special Elon Musk and Mela- share for Tesla. In all, those changes
nia Trump listened
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

“mandates” necessitating that auto will return in 2025. It’s also well above guy, he’s a super-genius. We have to as Donald Trump could be worth $40 to $50 of value per
makers build battery-powered cars. its three-year average of 62.9. protect our geniuses—we don’t have spoke at a campaign share, Ives says.
rally at Madison
The potential impact was obvious to It’s an expensive valuation that re- that many of them.” Square Garden in
BofA Securities analyst John Mur-
the market, which knocked Lucid quires accelerating growth. Barron’s The two have even discussed a New York last phy is even more bullish. Tesla should
Group stock down 5.3% and Rivian estimates that Tesla’s car and energy- position for Musk in a second Trump month. be “indifferent” to new EV policies
Automotive down 8.3% on the day storage businesses are worth about administration, with Musk looking at from a second Trump administration,
after the election. The moves seem $200 a share based on current expecta- ways to reduce government waste he writes, and could benefit from fewer
appropriate, given that the changes tions for the next decade. Faster growth and inefficiency. In the past, investors regulations dealing with self-driving
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

probably mean lower U.S. sales for the could come from better car sales or might have worried about Musk be- cars. On Thursday, he raised his target
EV start-ups. through new artificial-intelligence rev- ing stretched too thin. But they ap- price by $85, to $350 a share, the high-
Tesla was the exception. Its stock enue—both of which Tesla has plans to pear to have gotten used to Musk’s est among major brokers tracked by
rose 14.8% on Wednesday and added pursue in 2025. multitasking—and they may be pric- FactSet. Murphy’s target values Tesla
$119 billion in market cap, more than Or investors could be betting on the ing in some upside to Musk’s involve- at about $1.1 trillion, or 106 times con-
any single stock except Nvidia, which benefits from Musk’s relationship with ment with Trump. sensus 2025 earnings estimates aggre-
is worth four times as much. Trump. “Let me tell you, we have a new With Trump in office, Musk and his gated by FactSet.
By aligning himself closely with star. A star is born—Elon,” Trump said car company are likely to receive less That target may prove to be too
Trump and spending some $130 mil- scrutiny from the Securities and Ex- pessimistic. Tesla’s recent gains sent
lion to help get him elected, Musk change Commission and Department the stock above recent resistance—a
greased the wheels. There is little rea- Go Your Own Way of Justice, which are looking into term used by technical stock market
son to doubt the Tesla CEO’s sincerity. Tesla stock gained after Trump's Tesla’s driver-assistance technology analysts who look at stock charts to
Still, Tesla would have lost $66 billion election win, while other EV makers fell. and other issues. If Musk is put in get a sense of levels where investors
in market value if it had dropped 8% charge of reducing government spend- have bought and sold stocks in the
Tesla Rivian Lucid
Jabin Botsford / The Washington Post / Getty Images

like Rivian, so its one-day swing works ing, he could target the National Labor recent past. It now has a “bullish chart
out to $185 billion in market value—ex- 60% Relations Board, which would take pattern,” says CappThesis founder
ceeding the amount that Musk donated some power from labor unions, even if Frank Cappelleri. If shares can stay
by more than 1,400 times. His net 40 none represent Tesla’s U.S. employees. above $270 in the coming days, he
worth increased by some $25 billion 20 But it’s more likely that investors are thinks $400 could be in play in the
the day after the election. starting to price in better fundamen- coming months, up 25% from Friday’s
Clearly, the market is betting that 0 tals. While the elimination of EV tax close and near its record high.
Musk bought a great deal of protection −20 credits would harm the industry as a Maybe investors have gotten ahead
for Tesla shares. whole, Wedbush’s Ives believes that of themselves, but it’s also possible that
“Musk made a bet for the ages,” −40 Tesla has the scale to be profitable the market is sniffing something out.
says Wedbush analyst Dan Ives, who −60 without tax credits—as it has in the Either way, earnings growth has to
rates Tesla a Buy and has a $300 past. Fewer government incentives also accelerate for Tesla stock to maintain
Jan. April July Oct.
price target on the stock, 7% below 2024 mean less competition from traditional momentum into 2025 and beyond—no
Friday’s close of $321.22. Source: FactSet auto makers, leading to a larger market matter who is in the White House. B
 16 BARRON’S November 11, 2024

ELECTION 2024

The SEC Is
But some of Gensler’s most ambi-
Hester Peirce, a tious proposals—such as reforming
Republican commis-
sioner of the SEC, how Wall Street handles stock trades—
may be Trump’s pick met such loud opposition that the com-

Headed for a
to chair the agency.
mission never adopted final versions
of the rules. Those proposals aren’t
likely to be taken up by Trump’s SEC.
Other rules were adopted and then

Shake-Up
challenged in court. Out of nine final
rules challenged, courts have vacated
three. One of those rules covered the
firms that render advice on proxy vot-
ing. Another would have set new rules
on disclosures around companies’
Donald Trump has vowed to fire Chair repurchase of their shares. And the
Gary Gensler “on day one.” Gensler’s third rule would have expanded dis-
rules could be ditched. closures required of firms that manage
hedge funds, venture capital, and pri-
vate equity.
BY BILL ALPERT Among the Gensler SEC’s rules now
in court, perhaps the most widely de-

T
here are a lot of bated is enhanced disclosure of climate-
things that Donald related risks. The SEC voluntarily put
Trump says he’ll the rule on hold while it is litigated.
change when he Litigation continues on rules that
takes office. The require hedge funds and their brokers
U.S. Securities and to report on short positions and stocks
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Exchange Commis- lent for short selling. The Managed

sion will be fairly high on the list. Funds Association trade group says
At a Bitcoin conference in July, decisions on those lawsuits may actu-
Trump vowed to fire SEC Chair Gary ally come down before Trump takes
Gensler “on day one.” Wall Street is office. That may also happen in an-
one of the industries that Trump other case, concerning a rule that clas-
promised to free from the Biden ad- sifies some investment firms as securi-
ministration’s regulations. That libera- ties dealers for certain kinds of trades.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

tion may get a boost from the new Industry insiders say a Trump SEC
administration’s efficiency guru, Elon may choose not to appeal adverse court
Musk, who has had his own beefs decisions on rules that the new admin-
with the securities regulator. istration would rather see disappear.
“We’re going to see a pretty major Gensler’s initiatives and tried to keep be a mixed bag for one Wall Street For other Gensler rules that the
pivot here,” says John Gulliver, execu- the agency out of Wall Street’s hair. denizen: the activist investor. new administration may dislike, it will
tive director of The Committee on In one instance, however, Peirce When activists mount proxy cam- take time for revisions to percolate
Capital Markets Regulation, an indus- has clamored for regulation—and paigns against a company’s manage- through the administrative process. “A
try think tank. that’s for the cryptocurrency business. ment, the activists seek the endorse- new leadership cannot come in and
Wall Street may be eager to see Gensler and his Trump-appointed ment of proxy advisory firms like just flip a switch and reverse what
Gensler exit, but reversing the course predecessor, Jay Clayton, sued crypto Institutional Shareholder Services and Gensler put forth these past couple of
that he has set in motion will take start-ups that didn’t register their Glass Lewis. In Trump’s first term, the years,” says Jillien Flores, the man-
longer than a day. products as securities. Peirce opposes Clayton SEC sought to regulate the aged funds group’s government affairs
New presidents traditionally appoint this enforcement approach, and ar- advisory firms, notes Kai Liekefett, a chief. “It won’t work that way.”
new SEC chairs. Asked by Barron’s if gues that new regulations should be partner at Sidley Austin. Gensler ar- As for SEC enforcement cases now
Gensler would step down, the agency drawn up for crypto technology. rived and pulled the plug. Now if pending. It would be more unusual for
wouldn’t comment. But the chair has A pro-industry SEC may prove to Trump’s second SEC succeeds in rein- the agency to abandon them mid-
said in public that he knows that elec- ing in the advisory firms, it could stream. The current enforcement
tions have consequences and he won’t blunt one of the activist’s sharp imple- chiefs may even try to speed some
depart from the accustomed practice. Changing Sides ments, Liekefett says. investigations into becoming live cases
Speculation is rampant about Industry lawsuits stalled these rules by Gensler’s SEC. As chair, Gensler certainly pursued before the turnover, says Haimavathi

Samuel Corum/Bloomberg
whom Trump might appoint as the Will a Trump SEC defend them? one of the most ambitious regulatory Marlier, a partner at Morrison Foer-
next SEC chair. He’s unpredictable. But • Climate impact disclosure by public companies programs of any chief in recent SEC ster who was a senior SEC trial coun-
many mention one of the two current • Short-sale reporting by money managers
history. In some 40 adopted rules, he sel under two administrations.
Republican commissioners, Hester succeeded in speeding the settlement But most pending SEC cases will
• Reporting of securities loans for short sales
Peirce. Appointed by Trump in his first of stock trades and improving disclo- continue into the next administration,
presidential term, Peirce is an industry • Half-cent price ticks for stocks and reduced stock-exchange fees sures by special purpose acquisition she says, as if there had never been a
favorite. She voted against most of • Registration of some traders as securities dealers companies, or SPACs. new election. B
 November 11, 2024 BARRON’S 17
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 18 BARRON’S November 11, 2024

Warren Buffett
and extremely diversified group of
noninsurance companies. The insur-
ance businesses, led by auto specialist
Geico, benefit from twin profit sources:
underwriting and investments.

Is Raising Cash There’s also probably room for oper-

ational improvement in businesses
such as Burlington Northern as Abel
takes a more hands-on management

And Missing Out

approach than Buffett, who has written
that he “delegates almost to the point of
abdication.” The company’s operating
profits after taxes are now running at
an annual rate of $45 billion.
Meyer Shields, a KBW analyst, ar-
gues that Berkshire could be a benefi-
Berkshire was a net seller of $127 billion of stocks ciary of Donald Trump’s win. “Trump’s
this year, nearly doubling its cash to $311 billion. goal is to spur more economic activity,
and this should translate to growth at
the noninsurance subsidiaries,” he
says. Berkshire’s businesses have a
BY ANDREW BARY dental Petroleum has generated at- if stocks plunge, ity, Berkshire Hathaway Energy. strong U.S. orientation.

W
Berkshire Hathaway
tention but has made no money for has plenty of fire- The stock isn’t cheap, trading for Berkshire bulls also point to its so-
arren Buffett is out of Berkshire, Barron’s estimates. power to pounce on around 1.6 times its Sept. 30 book called look-through earnings, a calcula-
bargains. Above,
step with the booming Buffett could prove prescient in the CEO Warren Buffett.
value—above its 10-year range of about tion embraced by Buffett, which give
markets. long run. Even amid the recent bullish- 1.45 times—and for 23 times estimated Berkshire credit for its proportional
As U.S. equity in- ness, some market analysts believe 2024 operating profits, excluding in- share of the earnings of the companies
dexes surge for the sec- stocks are pricey, especially when com- vestment gains. Buffett doesn’t think in its equity portfolio rather than just
ond straight year, with pared with their longer-term record. the stock is a bargain, judging from their dividends, which are what’s cap-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

the S&P 500 index re- And if stocks plunge, Berkshire has Berkshire’s share-repurchase program. tured in reported earnings. Berkshire’s
turning 27% (including dividends) in plenty of firepower to pounce on bar- He controls the pace, and Berkshire estimated look-through price/earnings
2024, the Berkshire Hathaway CEO gains. For investors sitting on big gains, bought back no stock in the third quar- ratio is closer to 19, below its GAAP
has been selling stocks and raising the taking some profits as the market hits ter, the first such quarter since 2018. earnings P/E ratio for 2024.
company’s cash to record levels. new highs could be a good strategy. Berkshire could end up repurchas- Another plus would be deployment
The 94-year-old Buffett, who over- At least for now, Berkshire’s stock ing just $3 billion of stock this year, of a chunk of the cash hoard through
sees Berkshire’s biggest stock invest- sales appear badly timed. Barron’s esti- which would be the lowest annual total a big equity purchase or what Buffett
ments, has cut the size of the com- mates that Buffett has left more than since 2018. That would be down from calls an “elephant-size acquisition.”
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

pany’s largest equity holding, Apple, $20 billion on the table with its sales of $9 billion last year and a peak of $27 The outlook for either doesn’t look
by two-thirds to 300 million shares Apple this year, given that the stock is billion in 2021. Buffett will generally good. Prices of most stocks and busi-
since the start of the year. He also now at $227, above our estimate of buy the stock when it trades below nesses are at or near record levels, and
trimmed what had been the company’s Berkshire’s average sales price of $190. what he views as its intrinsic value. Buffett has a value bent. He handicaps
second-largest holding, Bank of Berkshire also has sold sizable Berkshire is around its estimated himself by refusing to participate in
America, by 25% since mid-July. stakes in banks since 2020—including intrinsic value now, according to UBS bidding wars for companies—some-
All told, Berkshire was a net seller Wells Fargo, Goldman Sachs Group, analyst Brian Meredith, but the stock thing boards often see as essential to
of $127 billion of stocks this year, bring- and JP Morgan Chase—at less than has traded at an average 15% discount maximizing shareholder value.
ing its equity portfolio down to $300 half where they now trade. That has over the past five years. Berkshire will probably pay a divi-
billion and nearly doubling its cash likely cost Berkshire another $20 bil- Berkshire’s outlook looks favorable, dend—something it hasn’t done for
position to a record $311 billion at the lion in potential profits. as the company’s earnings should be more than 50 years—but that likely
end of September. The cash and equiv- Buffett’s caution hasn’t hurt Berk- powered by strength in its huge prop- will wait until Buffett is gone from the
alents, mostly Treasury bills, are by far shire’s stock price, which is up 28% erty and casualty insurance business scene because of his opposition to it. It
the most held by any U.S. company. this year—slightly ahead of the S&P will be harder for Buffett’s successor to

Photo illustration by Barron’s; Daniel Zuchnik/WireImage

That’s double Apple’s cash and equal to 500—based on the Class A stock. It justify not paying one, given all the
about 30% of Berkshire’s $1 trillion trades around $695,000, while the Key Data for Berkshire Hathaway cash and ample earnings.
market value. Class B stock is doing slightly better Recent Price $694,000
Buffett shows no signs of wanting to
Berkshire has been a net seller of this year and trades at $463. give up the top job, although some
YTD Change 28%
stocks for four of the past five years, For investors, the key issues are wonder whether the downsizing of the
and has largely missed a chance to cap- Berkshire’s earnings trajectory, the 2024 EPS $29,587 equity portfolio and the cash buildup
italize on the post-Covid rally in stocks potential deployment of the cash, the 2024 P/E 23.4 are an indication that the date of his
that began in 2020. length of Buffett’s remaining tenure as Book Value Per Share $438,000 departure as CEO might be coming.
The only real winners that Buffett CEO, and the company’s direction un- Price/Book Ratio 1.6 Edward Jones analyst Jim Shanahan
has added to the equity portfolio over der Buffett’s likely successor, Greg says the Apple and Bank of America
Market Value (billions) $999
the past five years are a group of five Abel, 62, who now heads Berkshire’s sales, plus Berkshire’s recent purchase
Cash (billions) $311
Japanese trading companies now worth sprawling noninsurance businesses, of an 8% stake in Berkshire Hathaway
over $20 billion, double Berkshire’s led by the Burlington Northern Santa Largest Shareholder Warren Buffett, 14% Energy from the estate of former Berk-
cost. A $13 billion investment in Occi- Fe railroad and a large diversified util- Sources: company reports, FactSet shire board member Walter Scott,
 November 11, 2024 BARRON’S 19

Cash Is King
Berkshire's recent sales of Apple and Bank
of America shares have added to its

WHERE
already hefty stash.
Total Cash

$300 billion

200
RISK MEETS
OPPORTUNITY
100

UNCERTAINTY
0
2019 '20 '21 '22 '23 '24
(Q1-Q3)
Source: company reports

Whatever the goal, CME Group provides the

could be signs of a “housecleaning.” tools that global market participants need to
“It makes me believe that Mr. Buffett
may be preparing the company for a manage risk and capture opportunities. With
leadership transition,” Shanahan wrote
in an email to Barron’s.
24-hour access to trading in futures, options, cash
“If a transition happened today, and OTC across all major asset classes, you
Greg Abel would appreciate that the
Scott estate issue had been resolved,” can reach new heights with power and precision.
he adds.
Once Buffett leaves the scene, there
could be other management changes,
VISIT CMEGROUP.COM/OPPORTUNITY
notably the retirement of Berkshire
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

insurance chief Ajit Jain, who is 73.

One potential successor is Berkshire
insurance executive Joe Brandon, the
former CEO of Alleghany, which Berk- STRATEGY
shire bought in 2022.
“Succession probably means little
from an operating perspective but a lot
for the investor perception of Berkshire
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Hathaway,” Shields says. “Buffett has VOLATILITY

earned a distinctive place in the pan-
theon of investors and business lead-
ers.” Whether investors are as excited
about a Buffett-less Berkshire remains
an important question.
Berkshire is about even with the POSITION
S&P 500 total return over the past five
years, but narrowly trails it over the
past 10 years. Will it do so after Buf-
fett? It isn’t easy to beat the tech-driven
S&P 500.
Several analysts have Hold ratings
or the equivalent on Berkshire. That
includes Shields, who calls Berkshire
the equivalent of an “index fund for the
U.S. economy” given the breadth of its
businesses. He says the S&P 500 may
be preferable at current prices given
the succession issue at Berkshire. Robert Sánchez
The bull case is that Berkshire has Premier League Goalkeeper
sufficiently strong businesses and
earnings power to beat the market
while offering one of the most defen- Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you
sive big-cap plays in the stock market, might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
given its $300 billion-plus in cash. If Copyright ©2023 CME Group Inc. All rights reserved.
stocks plummet, Berkshire would be
ready to capitalize. B
 20 BARRON’S November 11, 2024

This Chip Maker Isn’t

semiconductors for cars, which make a percentage point to 45.5%. That
up a little more than half of its total suggests that ON has gotten through
revenue. Sales of auto chips fell to the worst. “There is an element of
$907 million in the second quarter of chip ordering that’s like flipping a

A Big AI Player. It’s

this year, down 21% from a peak of light switch,” says B. Riley Securities
$1.16 billion in the third quarter of analyst Craig Ellis.
last year. Following Covid-19 lock- An auto recovery would go a long
downs, auto makers, fearing a short- way toward fixing what ails ON, es-
age, rushed to buy semiconductors. pecially if the growth is matched with

Time to Buy Its Stock.

Now they have too many, especially a rebound in other sectors. Its indus-
with car production stagnant, and trial revenue is expected to grow by
companies like Ford Motor and 6% annually over the next three
General Motors buying fewer chips, years as manufacturers increasingly
says Morningstar analyst William use automation to make equipment,
Kerwin. The weakness, combined driving demand for more chips.
ON Semiconductor has been hit by falling sales to auto makers and with a sluggish market for industrial All told, analysts expect total reve-
sluggish sales of its industrial chips. That’s about to change. chips, pushed ON’s gross profit mar- nue to grow by 10% to about $9 bil-
gins down to 45% from 47.3% in the lion by 2027, a record that is achiev-
third quarter of 2023, causing earn- able, given that there are only a few
ings to fall 31%. companies focused on the silicon-car-
bide auto chips ON sells. The com-

T
he good news is that those pany’s only larger competitor is ST-
pressures appear to be in the Microelectronics, which generates
past—and they should stay just over $1 billion in silicon-carbide
there. The economic backdrop chip sales each year.
should get a boost from the Fed and That sales growth should be
other central banks cutting interest matched with improvements in effi-
rates, while Trump’s victory could ciency. Last year, ON purchased
help the economy and the car busi- GlobalFoundries’ East Fishkill, N.Y.,
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

ness overall, though it could slow plant. This facility can produce more
electric-vehicle sales, an important chips but at a similar cost to ON’s
business for ON. But even that might other plants, which will help drive
be less of a worry than investors fear. costs down. Other costs—such as
“The world is going to come to EVs, research and employee pay—are ex-
and none of the car makers are aban- pected to rise more slowly than sales,
doning EV plans,” says Piper Sandler so the company won’t need to go on a
analyst Harsh Kumar. hiring binge. That should help it
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

As auto makers see strengthening reach its target of 53% gross margins,
demand, they’ll order more chips to which it reiterated on its third-quar-
produce more vehicles. That could ter earnings presentation, though it
lead to year-over-year growth in the didn’t specify for which year.
number of chips ON sells, and lift Management also has more than
semi prices because it takes time for $1 billion in free cash flow, and it
semiconductor makers to ramp up plans to use half of each quarter’s
their supply. There are early signs of cash flow to repurchase shares. To-
improvement. In the third quarter, gether with its likely sales growth
ON Semi’s auto sales rose 4.9% to and improving profitability, analysts
$951 million from that awful second expect earnings per share to grow by
BY JACOB SONENSHINE the same period. A technician works quarter, while margins increased half 21% annually to $7.11 by 2027, accord-

C
in a fab clean room
But ON’s moment may finally have at an ON Semicon- ing to FactSet, from $4.01 this year.
hip stocks have been hot, arrived. Car makers could see a ductor manufactur- Those estimates could be low if the
but ON Semiconductor pickup in demand following a couple ing facility in the
Czech Republic.
ON Semiconductor Corp. auto business recovers more quickly
has not. That may be of years of lackluster sales. Demand (ON / Nasdaq) than expected. “At this point, there’s
about to change. should be helped by Federal Reserve more risk to the upside,” says Char-
$120 YTD Change
The $30 billion Scotts- interest-rate cuts, which provide a ter’s Egan.
dale, Ariz.–based chip tailwind for economic growth, while 100 $70.41 -16% Nor does the stock look expensive.
maker hasn’t had an easy Donald Trump’s election could pro- 80 Market Value It currently trades at 16.5 times 12-

Michaela Nagyidaiov/Bloomberg
time lately. Its customers are mainly vide a boost as well. ON Semi may $29.9 B month forward earnings, well below
60
auto makers and manufacturers, not be Nvidia or even an AI play, but the S&P 500’s 22 and the average
which have been struggling even as the stock now looks like a buy. 40 2025E P/E chip stock’s 23.8. Even holding the
demand for artificial-intelligence “ON Semi [is] a strong candidate 20 16.8 multiple steady would bring the stock
chips has increased. ON Semi stock for outperformance once demand 2025E EPS
to about $112 by the end of 2026, for a
0
has dropped 34% to $70 from its re- rebounds,” writes Charter Equity 26% annualized gain from today.
cord high on July 28, 2023, while the Research analyst Jack Egan.
2022 '23 '24 $4.31 That makes ON Semi stock one to
S&P 500 index has gained 30% over For ON, the problem starts with its Note: E=estimate Sources: FactSet; Bloomberg jump on for long-term investors. B
 November 11, 2024 BARRON’S 21

The AI Power
In addition, some utilities are de-
manding that tech companies pay
more to access power for their data

Play May
centers. American Electric Power
Ohio said that it has gotten so many
requests to power data centers that the
region’s power demand is on track to

Not Be a double in a decade. Building out all of

those transmission lines won’t be
cheap, and AEP asked the tech com-

Slam Dunk
panies to pay more. A settlement in
that case is pending.
Eventually, regulators will have to
determine who pays for all this elec-
tricity infrastructure. Some of those
costs will be borne by the tech compa-
The bullish case for the stocks nies, some will be passed to consum-
was based on Big Tech plugging its ers, and some may have to be ab-
data centers directly into power sorbed by the utilities. Power plant
owners like Vistra, Constellation, and
plants. Regulators are biting back. Talen that sell the electricity to utili-
ties and corporations should still ben-
efit, but their gains aren’t unlimited.
The stocks already discount substan-
BY AVI SALZMAN tial earnings growth for years ahead.

T
Constellation, for example, trades at 19
he stocks of power-plant argued that Amazon was trying to Federal regulators U.S. electricity demand. times its projected 2028 earnings.
rejected a deal that
owners have rocketed siphon power away from the grid Amazon had signed Regulators, utilities—which main- The politics of electricity may only
higher this year as dramati- without helping to pay for the trans- with Talen Energy to tain power grids—and consumer ad- get more complicated from here. The
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plug a data center

cally as Nvidia—and even mission network that keeps electricity into its Susque-
vocates are starting to look more two FERC commissioners who voted
more so, in some cases. flowing to regular consumers. One hanna nuclear closely at who benefits from electricity against the Amazon deal are Republi-
Shares of Constellation FERC commissioner wrote that Ama- power plant in contracts, and who pays. The FERC cans, while the one dissenter is a
Pennsylvania,
Energy have doubled, zon’s plan “could have huge ramifica- above. ruling is just one example. Democrat. (Two other Democratic
while Vistra and Talen Energy have tions for both grid reliability and con- PJM, the nation’s largest electricity regulators recused themselves from
tripled. Artificial-intelligence computer sumer costs.” Talen said FERC’s grid operator, recently delayed a power the case for unexplained reasons.)
programs demand extraordinary ruling was wrong and would stunt auction to address concerns raised in a While Republican-appointed regula-
amounts of electricity, and tech compa- economic development. Amazon de- complaint from the Sierra Club and tors have a reputation for siding with
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

nies are willing to pay up to secure it. clined to comment. consumer advocacy group Public Citi- corporate interests, that hasn’t always
There may be limits to those gains, The FERC decision is a sign that zen that it is overpaying power compa- been the case in electricity markets,
however—even in a Trump adminis- there’s a limit to how much power nies like Talen, Vistra, and Constella- says Tyson Slocum, director of Public
tration. companies can benefit from special tion for reliable power. The last PJM Citizen’s energy program. Texas Lt.
The bullish case for power stocks data-center deals. auction resulted in projected payments Gov. Dan Patrick, a conservative Re-
was premised, at least in part, on tech Power and tech stocks have been that are nine times as high as current publican, has raised concerns about
companies signing lucrative agree- rising together this year because of prices—which will invariably lead to how the growth of data centers could
ments to plug their data centers di- how much electricity the data centers higher consumer prices. affect Texas electricity consumers.
rectly into power plants. The data will need. But the two industries won’t PJM says that the higher rates were Electricity is a “hot political issue,”
centers would get dedicated electricity, move in tandem forever because they necessary to encourage more power Slocum says. “Any policy that’s seen as
and the power companies would get serve different roles in society. Elec- companies to build plants and in- exacerbating energy costs—because
guaranteed payments at above-market tricity is a public resource that needs crease electricity supply to meet surg- energy costs are inherently regres-
rates. But on Nov. 1, federal regulators to serve a wide range of customers, ing demand. But if regulators find that sive—can become a flashpoint.”
rejected the first of those deals, which including elderly people on fixed in- the payments are too high, power He thinks new political alliances
Amazon.com had signed with Talen comes and struggling families. No one companies could lose out and con- are forming and could affect compa-
to plug a data center into a Pennsylva- bats an eyelash if Nvidia charges Mi- sumers could get rebates. And future nies. “There are very interesting stake-
nia nuclear reactor that Talen owns. crosoft a high price for microchips. auctions would probably be less lucra- holder differences here,” he says.
(Nuclear power has been in particu- But if Grandma’s electricity bill sky- tive for the power companies, too. “This is unprecedented.” B
larly high demand because it’s consid- rockets, regulators notice.
ered reliable and clean.) In reaction, Electricity rates have already been
Talen and Vistra stocks fell 2% and heading higher. Average retail rates Lightning Strikes
3%, respectively, and Constellation— jumped 17% from 2021 to 2023, and Power plant owners have been some of the biggest winners from the AI boom.
the largest owner of nuclear plants in are up again this year. Demand from Company / Ticker Recent Price YTD Change Market Value (billion) 2025E P/E
the country—fell 12%. electric vehicles, factories, and data
Constellation Energy / CEG $234.99 100% $73 26
The ruling came from the Federal centers is one reason for the rise. Ana-
Dreamstime

Energy Regulatory Commission, or lysts have projected that data-center Talen Energy / TLN 192.22 196 10 28

FERC, which oversees the nation’s power use could triple by 2030 and Vistra / VST 126.09 216 42 19
electricity grids. Nearby utilities had account for as much of 10% of total Note: E=estimate; data as of Nov. 6 Sources: FactSet
 22 BARRON’S November 11, 2024 November 11, 2024 BARRON’S 23

Q&A An Interview With Meb Faber

Co-Founder, Cambria Investment Management
“We like shareholder yield, which we define as dividends and net stock buybacks
and net debt reduction, divided by market cap.”

Dividends Are
to create a “quad box.” Is the stock It is a better approach to dividend cials are also high on the list. pliment to that traditional portfolio
market cheap on a historical basis, or is investing. Investors love dividends is a trend-following approach. Some
it expensive? Is it in an uptrend, maybe more than almost anything on the What are some of the individual would call it managed futures; some
based on the 200-day moving average, planet—that sweet, sweet, passive stocks in the ETF? would call it something else.
or is it in a downtrend? income. They fantasize about sitting CNX Resources, an energy company, The correct allocation—when you
The best quad box, not surpris- on the beach drinking piña coladas is an interesting one. It has a P/E ratio combine a buy-and-hold portfolio with

Just Part of This

ingly, is a cheap uptrend. But the and letting those sweet checks roll in. of 11, and its enterprise value to earn- trend following—is that trend following
second-best is an expensive uptrend, But if something changes structur- ings before interest, taxes, deprecia- can be up to half an investment port-
which is where we are right now. The ally, you have to account for it. And ever tion, and amortization, or Ebitda, is folio. I don’t think anyone else on the
market is expensive but going up. It since the 1980s, but increasingly in the less than six. Those are pretty cheap planet believes that, other than Meb F.
isn’t flashing a red light. late 1990s, companies have shifted their in this market. And, it has been buy- Even if you like trend following, most
cash-earnings payout away from divi-

Winning Strategy
The opportunity set is twofold. ing back shares. CNX reduced its float people think it should be, like, 5%.
One, in the U.S., is to move away from dends toward stock buybacks. by a third in the past few years.
market-cap indexes. So, move away Now, buybacks have a terrible rep- PayPal Holdings is another inter- Explain what you mean by trend
from the S&P 500 into anything else— utation and brand. If you could go esting holding, with an enterprise following.
value, equal-weight index funds. We back in time and rename them “tax value to Ebitda of about 10. Its shares Basically, you are trying to invest in
like shareholder yield, which we de- efficient” or “flexible” dividends, peo- outstanding are down about 15% in something as it goes up, and you are
fine as dividends and net stock buy- ple would see them differently. Essen- the past couple of years. out, or selling it short, when it goes
BY IAN SALISBURY who focus on dividend stocks— backs and net debt reduction, divided tially, they’re the same tool—just bet- down. The goal is to trade as many

M
or, really, anything but tech. How by market cap. ter, and CEOs are no dummies. And What ties these companies markets as possible—the yen, gold,
eb Faber has one of the much longer can the large-cap- Second, look at foreign and emerg- so, since the 1990s, companies have together? oil, and more, and go long and short.
toughest jobs in invest- growth rally last? ing market stocks. In those markets, paid out more in buybacks than they A shareholder yield focus gives you a Asset-allocation players do great
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ing. He’s a value-oriented Meb Faber: Since 2009, the S&P 500 the broad indexes are much cheaper have in dividends. It’s simply a way lot of co-inherited traits. When you over time. But the Achilles’ heel of
money manager in a index has returned 15% a year—aston- [than the U.S. stock indexes]. They to return cash to shareholders. screen for a company that is paying out buy-and-hold is bear markets, such as
market that has gone ishing. It has been a 10-bagger. A lot have underperformed seemingly If a company pays a 10% dividend, 10% of its market capitalization in the 2008-09 period. You just have to
gaga for growth stocks. of people don’t realize that it hasn’t forever relative to the S&P 500. that’s fine. If a company pays no divi- cash, that means you have to either A) hold on to your hat. The bigger prob-
But he thinks there are been a double or a triple. It has been dend but buys back 10% of its stock, have the cash right, or B), like Apple, be lem is that a bear market correlates
plenty of winning stocks beyond high- a “decuple.” I had to Google that. What do you like about emerging that’s also fine. We look at the aggre- generating so much cash that you can’t with your human capital: Lehman
fliers like the Magnificent Seven. U.S. stocks have smoked everything markets? gate. Apple is the greatest use case. do anything with it, and so you often Brothers is going under [the firm
And, he has the record to prove it. else. There have been only four peri- The U.S. share of the world’s market The Cambria Shareholder Yield ETF end up with high-quality companies. failed during the 2008-09 financial
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Faber’s $1.2 billion Cambria Share- ods in history when this happened, cap is around 60% today. The U.S. is owned it from 2013 to 2020 because Also, what are you screening out? crisis], your friends are getting fired,
holder Yield exchange-traded fund and they all have names: The Roaring currently 10 times bigger than any Apple did both—paid a dividend and You’re screening out the companies and your portfolio is going down.
(ticker: SYLD), which targets compa- ’20s, the Nifty Fifty, the Internet Bub- other country. A lot of the growth since bought back stock. that are just wasting cash on a new Trend following, historically, has
nies that pay dividends and repur- ble, and whatever this is. 2009 has come from earnings growth, mining project, or putting their names done fantastically during those peri-
chase shares, returned 12% a year on If you look at how a standard asset- but a lot has been [price/earnings] mul- The fund—Cambria’s biggest—uses on stadiums, or making huge em- ods. It did well in 2022, and during
average over the past decade, handily allocation portfolio has performed— tiple expansion. In 2009, U.S., foreign, screens to pick stocks. What do ployee stock grants. Returning cash the Covid pandemic, and in 2008-09.
beating the 9.8% return delivered by endowment-style, a 60/40 portfolio, a and emerging markets were all scream- you screen for, and what are some to shareholders requires capital disci- Its Achilles’ heel is that it often doesn’t
its mid-cap benchmark. permanent portfolio—they all did well. ingly cheap, with low-double digit of its biggest bets today? pline. It drives me crazy when the do well during the other times. From
In addition to running Cambria They all returned around 8% a year, price/earnings ratios. The CAPE ratios Basically, shareholder yield is the first politicians criticize buybacks, because 2009 to 2018, trends stunk it up rela-
Investment Management, where he but the S&P 500 did 15%. If you own [price divided by 10-year inflation- filter. Then it goes to valuation, because they get it totally 100% wrong. tive to the S&P 500. But as a compli-
oversees more than a dozen ETFs that the SPDR S&P 500 ETF (SPY), pat adjusted earnings] were all around 11 you don’t want companies with expen- The big commonality in our screen ment, it is probably the No. 1 thing you
follow stock and asset-allocation strat- yourself on the back. It has been amaz- or 12. The difference is, the U.S. has sive stocks buying them back on and is P/E ratios, price-to-book, price-to- can add to your portfolio to diversify
egies, Faber has made a name for him- ing, but historically, this sort of perfor- gone from 12 to 38, and the other mar- on. You want to buy $1 for 80 cents. sales, all of that—it’s a mile wide com- returns and risk.
self as an author and economic com- mance doesn’t last forever. kets haven’t. They have muddled along Then we look at quality, making pared with the S&P. The P/E ratio on
mentator, penning a blizzard of white The irony, of course, is that I wrote in the high-midteens area. sure companies aren’t super-lever- the Cambria Shareholder Yield ETF is How can individuals invest in
papers, blog posts, and more. He also that in a paper in February, and the My troll-inducing tweet of the year aged and buying a bunch of stock almost a third of the S&P 500’s. It’s trend-following strategies?
hosts a podcast, the Meb Faber Show, market is up another 25% this year. was about emerging markets, and it with debt. And lastly, we apply a just so much cheaper. Historically, it has been a two-and-20
that has welcomed a host of invest- The market gods always laugh at you. wasn’t even an opinion. It was just an momentum sort of screen, to try strategy [offered by alternative asset
ment luminaries. observation that emerging markets to avoid the value traps. It is fascinating that the idea of managers, who typically charge 2% of
Barron’s recently spoke with Faber So, where should investors put are 85% of the global population and The fund updates once a quarter. shareholder yield came out of a assets under management and 20% of
about what to make of the market’s their money now? 60% of global gross domestic prod- It holds 100 stocks. It is size-agnostic, structural change in the market. profits above a particular threshold.]
tech rally, where to find value today, Everyone who thinks about valuation uct, but only 10% of market capital- but we cap the countries and sectors What investing shibboleth is due But the good news is, it is being
and his most contrarian investing sees that valuations are high. You ization. And the average allocation in at a third of the portfolio. to be re-examined next? democratized. There are a bunch of
idea. An edited version of the conver- might think that means the market has U.S. portfolios is something like 2%. Not surprisingly, for the U.S., Look, a buy-and-hold portfolio is trend-following ETFs, including our
sation follows. to crash. It doesn’t mean any of that. energy, financials, and consumer dis- fantastic. We manage one—Cambria Cambria Chesapeake Pure Trend
My favorite way to think about this is You’re known for popularizing the cretionary are the top three sectors. Global Asset Allocation ETF ETF (MFUT), which just launched.
Barron’s: These haven’t been easy shareholder yield concept. How When it comes to foreign and emerg- (GAA). But probably my No. 1 non-
times for investment managers Photograph by ELIZABETH WEINBERG does it work? ing market stocks, energy and finan- consensus view is that the best com- Thanks, Meb. B
 24 BARRON’S November 11, 2024

F UN DS
Small-caps significantly underperformed their
large-cap rivals over the past decade. There
are two big reasons for their plight.

Small-Cap Stocks
nies in small-cap index funds, it gives ple would be the SPDR Portfolio
those funds a high potential long-term S&P 600 Small Cap ETF.
return,” he tells Barron’s. A private Wes Crill, senior investment direc-
unicorn like OpenAI would have a tor of Dimensional Fund Advisors,

Are Vanishing. What

market cap over $150 billion were it still believes in the small-cap factor
to go public now. but argues that active quantitative
screens are necessary to eliminate

A
ll of this isn’t proof that weaker companies, which DFA ap-

To Do About It.
the small-cap factor is dead. plies to its popular Dimensional
Indrani De, head of global U.S. Small Cap ETF. “Over time,
investment research at FTSE we’ve found that small, low-profitabil-
Russell, which compiles the Russell ity companies have much lower re-
2000 small-cap benchmark, acknowl- turns than the rest of the small-cap
edges the growth of private companies space,” he says. “It’s the same thing

T
in the tech sector, but argues that there with small, high-asset-growth compa-
he frustration that BY LEWIS from acquisitions, bankruptcies, and are other exciting sectors offering nies,” which are often serial acquirers
many investors feel BRAHAM fewer initial public offerings. IPOs. “There’s a lot of innovation hap- of other companies.
about small-cap The theory behind the small-cap pening in the healthcare industry right John Barr, manager of the top-
stocks is under- factor is that one should be rewarded now. And in healthcare, the Russell performing Needham Aggressive
standable. Small- with higher returns for the greater risk 2000 has a greater weight” than the Growth fund, points to the passage of
caps significantly of investing in smaller businesses. But large-cap Russell 1000 index, she says. the Sarbanes-Oxley Act in 2002 as the
underperformed in the past 10 years, small-caps lagged According to FTSE Russell, the tech cause of many small companies staying
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their large-cap rivals over the past behind large-caps by five percentage weighting in the Russell 2000 has private, as they can’t comply with the
decade—even though Nobel laureate points annually while being more hovered around 10% since 1983, while increased regulatory hurdles. “While
Eugene Fama and researcher Kenneth volatile, Morningstar analyst Zachary in the large-cap Russell 1000, it has [Sarbanes] had some great regulatory
French identified the small-cap factor Evens recently pointed out in an article exploded to 34.2% from 4.4% as of improvements, it added a cost of being
as one that would lead to outperfor- provocatively titled, “Why Bother With Aug. 31. The healthcare weighting in public that pushed smaller companies
mance in their famous 1992 three- Small-Cap ETFs?” One reason is the the Russell 2000 has grown from 7.5% out of the market,” he says. But his
factor model. loss of so-called unicorn tech compa- in 1983 to 17.5% today, versus the Rus- fund has only 87 holdings, and Barr
Unlike a controlled scientific exper- nies, which are staying private longer. sell 1000’s current 11.6% weighting. says there are still “plenty of opportu-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

iment where all of the conditions are The Morningstar PitchBook US That healthcare weighting grew rap- nities.” Still, he often favors so-called
identical and therefore repeatable, Unicorn index tracks privately held, idly after the pandemic, when several busted growth companies that have
though, the stock market is perpetu- late-stage venture-backed U.S. compa- biotech companies had IPOs in 2021. suffered hiccups but have hidden
ally shifting, and investors may need nies with valuations of at least $1 bil- Yet many of the 2021 biotech IPOs potential—not the fastest growers that
to adapt their strategies as a result. lion. Evens observes that the number proved to be profitless investments venture capitalists want.
Still, an intrepid fund manager can of companies in it has grown 1,100% that plummeted in the 2022 crash. Small-cap value funds have also lost
win even if small-caps aren’t scientifi- since 2014 as the public small-cap While the Russell 2000 is arguably opportunities to private-equity funds
cally proven to outperform. market has shrunk. the purest expression of the small-cap that buy cheap public companies. Scott
Two major shifts have occurred “In decades past, a lot of those factor because it doesn’t screen out Barbee, manager of Aegis Value, says
since Fama and French did their companies likely would have elected such weak, profitless companies, that private equity hasn’t reduced the
research. First is the explosion in to IPO and be inserted in small-cap Evens favors ETFs that track the S&P number of cheap stocks but the types
popularity of exchange-traded funds. indexes, and by having some of those SmallCap 600, as that index includes of cheap stocks available. PE firms
A large portion of the assets flowing young, exciting, high-growth compa- only profitable companies. One exam- generally buy companies by adding
into ETFs go to those tracking market- large amounts of leverage to an acqui-
cap-weighted benchmarks such as the sition’s balance sheet, but often they
S&P 500 index, which favor the larg- Big Differences can do that only with stable businesses
est stocks like Apple over the smallest How three small-cap active funds and two index funds have fared. with consistent cash flows that can
ones. Second is the dramatic decline in Total Returns Number of
cover the debt’s costs. That’s difficult
the number and types of publicly ACTIVE FUND / TICKER YTD 5-Year 10-Year Holdings with cyclical businesses that have
traded small companies. Aegis Value / AVALX 15.0% 22.1% 12.9% 56
more-volatile cash flows, even if those
The misleadingly named FT businesses are exceptionally cheap.
Dimensional US Small Cap / DFAS 8.6 10.4 8.7 2,018
Wilshire 5000 index, which covers Consequently, Barbee has been
the entire U.S. stock market, had its Needham Aggressive Growth / NEAGX 8.4 19.1 13.3 87 buying energy and mining stocks,
peak number of stocks in 1998, at INDEX FUND / TICKER which are more subject to the whims
7,378, and about 6,000 stocks in 1992, iShares Russell 2000 / IWM 10.1 8.2 8.0 1,978 of the economy. His fund has gener-
when the small-cap factor was de- SPDR Portfolio S&P 600 Small Cap / SPSM 6.9 9.1 8.5 605 ated a 1,588% cumulative return ver-
fined. Now it has 3,370 stocks, pri- Note: Data returns as of Nov. 1; five- and 10-year returns are annualized. sus the S&P 500’s 736% since its 1988
marily due to the loss of small-caps Sources: Morningstar, company reports inception, according to Morningstar. B
 November 11, 2024 BARRON’S 25

I N C O M E I N V E ST I N G
Dividend Winners From
The Trump Tax Cuts
Connect with the
BY AL ROOT pared with about two-thirds for those in
the S&P 500.
Barron’s newsroom

A
s investors think about the poten- Small-cap stocks with attractive divi-
tial impact of Donald Trump’s dend yields should be poised to outper-
win over Kamala Harris, they form. Three that fit the bill, with above-av- Join Barron’s Live every Monday at 12PM ET
shouldn’t forget about dividends. erage yield and support from Wall Street
For starters, a second Trump term analysts, include retailer Camping World for insights on investing and finance. Listen
means something won’t happen. Demo- and energy companies Crescent Energy
cratic nominee Harris proposed quadru- and Kodiak Gas Services. They yield an
pling the stock buyback tax to 4% from the average of 3.5%. The three stocks gained
live or on Apple or Spotify.
1% President Joe Biden enacted in 2022. In an average of almost 6% on Wednesday
economic terms, you tend to get less off after the Associated Press called the elec-
what you tax, so a new levy would have tion for Trump. Mondays at Noon ET
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crimped stock buybacks. But Biden’s levy Investors don’t have to sift through the
doesn’t seem to have done that. S&P 500 thousands of small-cap stocks in the U.S. Sign Up: barrons.com/live
companies bought back some $860 billion There are several small-cap dividend-fo-
in stock in 2021, spending about 50% of cused exchange-traded funds, including Or Scan the QR code
free cash flow on share buybacks. Over the WisdomTree U.S. SmallCap Dividend
past 12 months, companies repurchased (ticker: DES) and ALPS O’Shares U.S.
another $960 billion in stock, about 65% of Small Cap Quality Dividend (OUSM).
free cash flow. Those ETFs currently yield about 2.6%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

That’s good news for investors who fo- and 1.3%, respectively.
cus on cash returned to shareholders. Investors don’t have to go small. Large-
The bigger impact on dividend payers cap companies might not benefit as much,
comes through Trump tax policy. He wants but they’ll still benefit. Shares in the S&P
to cut the corporate tax rate to 15% from 500 with above-average U.S. exposure
21%, boosting net income margins. Tax and higher-than-average dividend yields
rates might seem like a tertiary concern for include retailers Dollar General and
income investors, but dividends are paid Target, food companies J.M. Smucker,
out of after-tax income, so the lower the Conagra Brands, and General Mills,
taxes, the more cash can be paid out. distributor Sysco, cleaning products
Some math: Dividend payers in the S&P company Clorox, and Starbucks.
500 typically pay out about 40% of net That group yields about 3.2% on aver-
income as dividends. A six-percentage- age and is concentrated in the retail and
point rate cut has the potential to boost staples industries. Some manufacturing
income, and payouts, by roughly 7% to companies with a lot of domestic produc-
8%, all else being equal. There are some tion include Caterpillar, Deere, and Boe-
caveats with the Trump tax plan, the big- ing. Cat and Deere, however, have below-
gest being that the 15% rate would only be average dividend yields, and Boeing
applied to domestic production. stopped dividend payments in 2020. Ford
So, the biggest bump from the Trump Motor stock, however, yields north of 5%
tax plan goes to companies with larger U.S. and management paid an additional spe-
businesses, which means focusing on how cial dividend in 2023 and 2024, though
much money companies make in the U.S., Ford could also be hit by Trump’s tariffs
says accounting expert Robert Willens. and electric-vehicle policies.
That typically means small-cap stocks. Precisely calibrating all the variables
Companies in the small Russell 2000 gen- isn’t easy, but lower tax rates for domestic
erate roughly 90% of their sales in North producers will help small-cap companies © 2024 Dow Jones & Company, Inc. All rights reserved. 4E6209
America, according to Bloomberg, com- and their dividends—and that’s enough. B
 26 BARRON’S November 11, 2024

T E C H T R ADER
AI and chip policies under Donald Trump could
mark a break from the Biden administration,
especially when it comes to regulation.

Trump’s Win Brings

clear reactor in Pennsylvania Nvidia may also benefit from chip
shouldn’t go forward as proposed. export policy changes. Currently,
Other utilities objected to the project, Nvidia faces export restrictions for its
as it wouldn’t go through the tradi- advanced AI chips to China and cer-

Relief, and a Warning,

tional grid. tain Middle Eastern countries. While
A Trump administration will likely the China restrictions will likely re-
have a different take. To the degree AI main in place, Nvidia could have an
becomes a national security issue, the easier time getting licenses to sell

For Big Tech Stocks

Trump administration may prioritize chips to Middle East nations under
the importance of nuclear energy and Trump.
AI infrastructure, making it easier to The big caveat here is Taiwan. In
build reactors and connect to data fact, the biggest risk for tech and the
centers, signaling an “all-systems-go” entire economy is Trump’s policy over
approach. That would be good for AI the island. During the summer, he
stocks like Nvidia and nuclear power declined to provide assurances that

D
onald Trump’s Ultimately, I would expect large companies. the U.S. would protect Taiwan against
victory will have technology companies to have an eas- Then there’s the Chips Act and Chinese aggression if he’s elected
significant policy ier time completing deals, but the ma- geopolitics tied to Taiwan. In a recent president.
and geopolitical jor antitrust battles will likely be interview, Trump criticized the Chips “Taiwan should pay us for de-
implications for mired in appeals and take years to Act, saying “that chip deal is so bad,” fense,” Trump told Bloomberg Busi-
every sector of the play out. adding that he could introduce tariffs nessweek in a July interview. “I
economy. The tech Artificial-intelligence and chip poli- on chip imports. wouldn’t feel so secure right now if I
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investing world generally celebrated BY TAE KIM cies under Trump could mark a break Last week Speaker Mike Johnson were them.”
his win, but it brings a complicated from the Biden administration, espe- suggested a Republican Congress If China interprets Trump’s state-
future for much of the sector. cially in terms of regulation. Trump would repeal the legislation, though he ments to mean the U.S. wouldn’t de-
Tech investors should prepare for has vowed to cut burdensome rules quickly walked back the remarks after fend the island, it could decide to in-
uncertainty. In his first term, Trump and red tape, such as Biden’s executive facing criticism from Republican con- vade or blockade Taiwan. That would
often changed his mind on policies. order that mandated reporting re- gressmen from districts that benefit send the global economy into chaos;
Recall the back-and-forth on whether quirements for AI companies. That from new chip manufacturing plants. nearly all the world’s advanced chips,
to ban TikTok before ultimately tak- should be good news for smaller inno- The bipartisan appeal will make it which are critical for modern living,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ing no action. vative AI start-ups that won’t have to difficult to cancel that legislation. are still made in Taiwan.
Predicting Trump’s moves isn’t spend resources on compliance. But Trump’s proposal for additional Tech stocks rallied on Trump’s
easy, but here’s my educated take on Another benefit to AI innovation tariffs on foreign-made goods could election. Intel and Nvidia shares
what his administration will do: could come in the area of energy de- happen, and it may include chips and jumped 7.4% and 4.1%, respectively,
For Big Tech, I don’t expect signifi- regulation. The U.S. is undergoing a electronics, which would be positive on Wednesday, with the Nasdaq Com-
cant changes compared with the sta- massive buildout of AI data centers, for Intel, the largest manufacturer of posite up 3%. Shares of Alphabet,
tus quo. It’s important to note that where the primary constraints are the advanced U.S.-made semiconductors. were up 4%.
government antitrust cases against supply of Nvidia chips and access to While Nvidia’s AI chips and hard- There were two notable laggards:
Alphabet and Meta Platforms be- electricity. ware systems made in Asia could also Meta Platforms was off 0.1%, while
gan under the first Trump administra- Earlier this week, stocks tied to face tariffs, the company should be Taiwan Semiconductor fell 1.3%.
tion. Trump’s vice presidential pick, nuclear energy fell after a federal com- able to pass higher prices on to its A version of this story ran in the
JD Vance, has also complimented Fed- mission ruled that Amazon.com’s customers given the insatiable de- weekly Barron’s Tech newsletter. Sign up
eral Trade Commission Chair Lina plan to plug a data center into a nu- mand for its products. at barrons.com/newsletters.
Khan’s leadership.
Both Alphabet and Meta offered
congratulatory messages for Trump
after his win. “We have great opportu-
nities ahead of us as a country,” Meta Trump’s proposal for additional tariffs on
CEO Mark Zuckerberg wrote on his
company’s Threads platform. “Look- foreign-made goods could happen, and it
ing forward to working with you and
your administration.” may include chips and electronics. That

Courtesy Intel Foundry

“We are in a golden age of Ameri-
can innovation and are committed to would be positive for Intel, the largest
working with his administration to
help bring the benefits to everyone,” manufacturer of advanced U.S.-made
Alphabet CEO Sundar Pichai wrote
on X. semiconductors.
 November 11, 2024 BARRON’S 27
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The most influential people in markets. From Wall Street

to Washington, Silicon Valley and Reddit—the investors,
CEOs, policymakers, AI players and influencers who are
impacting markets and your money.

© 2023 Dow Jones & Co, Inc. All rights reserved. 6DJ0549
 28 BARRON’S November 11, 2024 November 11, 2024 BARRON’S 29

MARKET WEEK
November 4 through November 8, 2024
rate to 15% from 21%, impose tariffs of 60% Treasury’s yield cracks the 4.5% threshold,
International Trader P. 31 Winners & Losers P. 34 on Chinese goods and 10% to 20% on ev- investors may start to worry more seriously
Striking Price P. 32 Market View P. 35 erything else arriving in the U.S., and dial about how high long-term yields could go.
Inside Scoop P. 33 Statistics P. 36 back regulations. In today’s environment, Sébastien Page, head of global multi-asset
13D Filings P. 33 the combination has the potential to in- and chief investment officer at T. Rowe Price,
crease economic growth but also boost in- adds that a 5% yield for the 10-year could be
flation in a way that was unlikely in 2017, the proverbial magic number that could
when deflation was a bigger concern. affect economic growth expectations.
Few expect a return to the peak CPI Higher bond yields could be a problem
increase of 9.1% annually from mid-2022 for a stock market that is already very ex-
due to supply-chain disruptions lingering pensive. The S&P 500 is trading above its
from the pandemic and an oil price spike five-year average of 19 times earnings esti-
MARKET PERFORMANCE DASHBOARD after Russia invaded Ukraine. But getting mates and just below its recent peak of 23.
to the Federal Reserve’s desired target of That leaves the index with an “earnings
Dow Jones Industrials S&P 500 Nasdaq Composite SPDR S&P Bank ETF
2% may be a challenge. Core CPI, exclud- yield”—the inverse of the price/earnings Are you starting an advisory
ing food and energy costs, was up 3.3% ratio—of 4.54%. If the 10-year trades above

43,988.99 5995.54 19,286.78 $59.52 annually as of September.

“It’s hard to imagine inflation shooting
that level, it means investors are getting no
premium over the risk-free rate.
That would be worrisome if earnings
business or considering a new
52-wk: +28.31% YTD: +16.71% Wkly: +4.61% 52-wk: +35.79% YTD: +25.70% Wkly: +4.66% 52-wk: +39.78% YTD: +28.48% Wkly: +5.74% 52-wk: +61.00% YTD: +29.34% Wkly: +9.80% back up to 2022 levels, but it’s likely a higher
target of around 3% as opposed to 2%,” says weren’t expected to rise 15% next year and custodian?
Marta Norton, chief investment strategist at another 13% in 2026. Estimates could even
15%
Empower, a retirement services provider. head higher if analysts start to factor in how
“That could be a weight around the econ- possible deregulation, lower taxes, and in- Interactive Brokers helps RIAs and financial advisors
To the Polls
Stock indexes rose on
omy’s neck.” creased federal spending would affect corpo- quickly build competitive advantage, efficiently manage
The problem would be exacerbated if the rate profits, which would reduce the mar- their business, and serve clients at lower costs – and we
Election Day as tens of
combination of lower taxes and greater fiscal ket’s P/E ratio. Still, valuations on an
millions of Americans cast 10 don’t compete with you for clients.
spending causes the U.S. deficit, already absolute level are high enough to remind
their votes for president,
double where it was in 2016, to blow out some of the famous phrase from former Fed
Congress, and numerous
even further. That could bring out the so- Chairman Alan Greenspan during the 1990s
state and local contests.
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called bond vigilantes, who have tasked tech bubble. “Irrational exuberance? We’re
themselves with keeping the U.S. fiscally not there yet, but we’re fast approaching it,” PROFESSIONAL PRICING GLOBAL MARKETS
5
responsible and inflation under control. In- says Joe DaGrosa, chairman and CEO of No ticket charges, custodial Trade stocks, options, futures,
vestors have been dumping long-term gov- Axxes Capital. “P/E ratios are near histori- fees, minimums, and no fees for currencies, bonds and funds on over
ernment bonds during the past few months, cally high levels. How much further can technology, software, platforms, 150 global markets from a single
We Have a Winner Kindest Cut Crossing Over
pushing yields, which move in the opposite multiples expand?” or reporting. unified platform.
News of Donald Trump’s The Federal Reserve The S&P 500 briefly topped
victory and likely Republican delivered on a widely 6000 points for the first 0 direction of prices, higher. Yields on the 10- But it may not be time to back away from
Low commissions, starting at $0 for
control of the Senate and expected interest-rate cut time on Friday, 189 trading year Treasury have spiked from about 3.6% the Trump trade just yet. He doesn’t take FINANCIAL STRENGTH
US exchange-listed stocks and ETFs.1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

House sent stocks surging on Thursday. The S&P 500 days after crossing 5000. just before the Fed’s September rate cut to office until Jan. 20, so what he will—or IBG LLC’s strong financial position,
on Wednesday. Banks were and the Nasdaq Composite Indexes finished the week above 4.4% the day after the election, before won’t—do remains something of a mystery. with over $16 billion in equity capital,2
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Source: Barron’s Statistics for the U.S. economy and U.S. stock mar- tion in financial stocks, plus big stakes in
mobile, web, and desktop, and
kets,” writes Gavekal Research CEO Louis- healthcare, industrial, and consumer-staples

H
comprehensive tools including
Vincent Gave. companies—and trades for 17 times 2025 For the 6th year in a row,3 Barron’s
Model portfolios, trade allocation,
ear that? It’s the riencing its largest post–Election Day traded at an undemanding 16.5 times Jim Lebenthal, chief equity strategist at earnings estimates. The iShares S&P 500

THE TRADER
portfolio management, ESG scores, named Interactive Brokers as #1
sound of Wall gain since 1896. Even better, the Cboe earnings before the election in 2016, Cerity Partners, says that if the 10-year Growth ETF (IVW), meanwhile, has a P/E
and PortfolioAnalyst®, to consolidate – Best Online Broker in 2023
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mare scenarios, worry in the market’s fear gauge had the 2016 vote was restrained,” write
Vital Signs
Friday’s Week’s Week’s Friday’s Week’s Week’s The best-informed investors choose Interactive Brokers
such as a long evaporated overnight. Doug Ramsey and team at the

It’s Trump’s
Close Change % Chg. Close Change % Chg.
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ground states or a legal battle contest- LA MONICA way. But while many investors are now with the Dow, S&P 500, and Nas- DJ Transportation 17353.94 +1002.61 +6.13 Barron’s Next 50 3719.68 +200.40 +5.69
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DJ Utilities 1031.92 +12.90 +1.27 Barron’s 400 1325.02 +97.38 +7.93
ing the outcome, were all the rage as dusting off their first-term playbooks daq all hitting new peaks. “High ex- to learn how we can help grow your
DJ 65 Stocks 14050.20 +616.14 +4.59 Last Week Week Earlier
voters went to the polls. Nothing as they prepare for Trump’s second pectations are an underappreciated DJ US Market 1462.67 +68.26 +4.90 NYSE Advances 2,267 1,033 business at 855-861-6414 or visit
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ibkr.com/whyria
Now. How
by Tuesday night, Kamala Harris might not go as well. When Trump That means Trump’s policies are S&P 500 5995.54 +266.74 +4.66 New Highs 663 270
S&P MidCap 3297.36 +194.51 +6.27 New Lows 131 134
conceded, and stocks surged to all- succeeded Barack Obama in 2017, likely to have a different impact than Av Daily Vol (mil) 4,658.5 3,928.7
S&P SmallCap 1508.36 +119.05 +8.57
time highs. inflation was lower, with the core they did the first time around, even
To Play It.
Nasdaq 19286.78 +1046.86 +5.74 Dollar (Finex spot index) 104.95 104.28
The S&P 500 index gained 4.7% consumer price index near 2%. The though the policies themselves aren’t Value Line (arith.) 11504.86 +595.97 +5.46 T-Bond (CBT nearby futures) 117-27 116-26 Interactive Brokers LLC is a member of NYSE, FINRA, SIPC [1] IBKR Lite provides commission-free trades in US exchange-listed
this past week, while the Nasdaq Com- federal deficit as a percentage of gross all that different than they were eight Russell 2000 2399.64 +189.51 +8.57 Crude Oil (NYM light sweet crude) 70.38 69.49 stocks and ETFs routed to select market makers. IBKR may charge non-commission related fees. For more information, see ibkr.
DJ US TSM Float 59700.71 +2874.95 +5.06 Inflation KR-CRB (Futures Price Index) 281.68 279.44 com/liteinfo [2] Includes Interactive Brokers Group and its affiliates. [3] For more information, see ibkr.com/awards. Supporting
posite rose 5.7%. The Dow Jones Indus- domestic product, now at 6.3%, was years ago. The once-and-future presi- documentation for any claims and statistical information will be provided upon request.
trial Average climbed 4.6% after expe- less than half that. And the S&P 500 dent wants to cut the corporate tax
Gold (CMX nearby futures) 2687.50 2738.60 11-IB24-1673 RIA-HP
 30 BARRON’S November 11, 2024

WHAT’S MOVING THE MARKET? Industry Action

Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*

FIND OUT
1 Day 5 Day 1 Month 3 Month 6 Month YTD 1 Year 5 Year

S&P 500 INDEX

Consumer Goods 6.58%
COMMUNICATION SERVICES
6.51
XLC
Oil & Gas

WITH OUR
CONSUMER DISCRETIONARY
XLY
Industrials 6.10
CONSUMER STAPLES
XLP
Financials 5.59
XLE ENERGY
Technology 5.45

SECTOR
XLF FINANCIAL
Consumer Services 4.38
XLV HEALTH CARE Health Care 1.69
XLI INDUSTRIALS Utilities 1.39
Basic Materials 0.94

TRACKER
XLB MATERIALS

XLRE REAL ESTATE Telecommunications 0.76

XLK TECHNOLOGY
Source: S&P Dow Jones Indices
XLU UTILITIES

of 28, well above its five-year average of 23. lowing the election. Steel stocks Nucor and
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF “We expect cyclical leadership to con- Steel Dynamics were leaders in the S&P
tinue in the coming months as the market 500. Jim Worden, chief investment officer
An investor should consider investment objectives, risks, charges and expenses carefully before anticipates stronger economic growth and at the Wealth Consulting Group, an invest-
investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit better earnings,” writes Jeff Schulze, head ment advisory firm, says he also likes in-
www.sectorspdrs.com. Read the prospectus carefully before investing. of economic and market strategy at Clear- dustrial giant 3M, a Barron’s stock pick,
All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification Bridge Investments. and thinks defense giants RTX and Lock-
risks, which generally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. Financial stocks have already re- heed Martin are good buys on bets that
TheS&P500isanindexof500commonstocksthatisgenerallyconsideredrepresentativeoftheU.S.stockmarket.Youcannotinvestdirectly sponded. Goldman Sachs Group was a Trump will look to boost military spending.
in an index.
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leader in the Dow on Wednesday, with its Smaller stocks should benefit from pro-
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. stock hitting a record high, as did shares of tectionist trade policies, such as the ones
the bank’s Wall Street rival Morgan Stan- that Trump enacted in his first term. In
ley. Shares of other megabank stocks, in- addition to more tariffs against China, he
cluding JPMorgan Chase, Wells Fargo, might seek ones against economic allies
and Bank of New York Mellon, notched such as Europe, Japan, Canada, and Mex-
fresh record highs, as well. The sector had ico. Trump will clearly be pushing an
iStock.com/FollowTheFlow © 2024 Dow Jones & Company, Inc. All rights reserved. 2E6204

already been benefiting from lower short- America-first economic agenda. That, in
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

term interest rates, even as long-term bond addition to lower taxes for businesses,
yields spike, a combination that makes could boost small-cap stocks.
lending more profitable. A Trump adminis- “The small-cap rally is a reflection that
tration is likely to dial back regulations on they are more domestic-oriented and could
financials and bring a more relaxed anti- get more of a pure benefit from protection-
trust regime, which should boost merger- ism,” says Tom Graff, chief investment offi-
and-acquisition activity and provide a cer of Facet, a financial-planning firm. “A
healthy boost for the nation’s largest banks. corporate tax cut may also help small-caps
Valuations for banks remain relatively more directly.”
attractive, too. The Financial Select Sector These stocks should continue to enjoy
SPDR ETF (XLF) trades at about 17 times a boost heading into the end of the year.
2025 earnings estimates. Regional banks are But worries about too much of a good thing
even cheaper, at a P/E ratio of just 13 times could come back to haunt Wall Street. “The
next year’s profit forecasts. Chris McGratty, initial Trump optimism may fade,” says
a managing director at KBW, says he expects Angelo Kourkafas, a senior investment
multiples for the regional banks to expand, strategist at Edward Jones.
partly due to the prospect for deregulation The reckoning could come in the first
and more mergers in the sector. quarter of 2025 if potential Trump tariffs—
Other value stocks have also responded— and retaliatory moves by China and other
and could continue outperforming through tariff targets—hit tech companies, retailers,

We curate.You Shop. year end. Insurer UnitedHealth Group

was one of the top stocks in the Dow on
Wednesday, with investors betting that the
and others. Higher long-term yields could
also lead to a premature end of the small-cap
surge since it could boost borrowing costs.
Discover your unique style with high-end Trump administration will take a more As Todd Walsh, CEO and chief technical
home goods picked regularly by our team. positive outlook toward Medicare Advan- analyst at Alpha Cubed Investments, puts it,
tage plans and possibly pare back the “We’re in the middle of a big sugar rush...
mansionglobal.com/boutique SCAN TO SHOP Affordable Care Act. Construction giant what happens after the euphoria?”
Caterpillar was another Dow winner fol- We may soon find out. B
 November 11, 2024 BARRON’S 31

INTERNATIONAL TRADER
It Might Be Time to Buy
European Auto Stocks
BY CRAIG MELLOW fill it,” Field comments.
What’s looming next is the threat of U.S.

T
he corporate equivalent of blood tariffs from an incoming Trump adminis-
in the streets is flowing at tration. Europe exports twice as many
Volkswagen, Europe’s top auto autos to the U.S. as it imports from there,
maker and No. 2 globally. “De- Field notes.
cades of structural problems” mean “costs More certain is a tightening of European
in Germany must be massively reduced,” Union carbon-emissions standards in 2025,
CEO Oliver Blume recently told the Ger- which are imposed on auto makers on a
man newspaper Bild am Sonntag. fleetwide basis. VW could face up to four
He is demanding 10% across-the-board billion euros ($4.3 billion) in fines based on
pay cuts and, smashing German taboo, the its current lineup, Schwarz estimates.
closure of three domestic factories. The crunch from Brussels may acceler-
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That means time to buy, says Michael ate Europe’s own EV efforts, though. New
Field, European equity strategist at Morn- electric models in VW’s upscale Audi and
ingstar. “If VW can get the factory clo- Porsche families will roll out 15% cheaper
sures signed off, it could have a V-shaped next year thanks to an improved drive
recovery,” he argues. He sees a whopping train platform, Schwarz says.
65% upside in the stock, which has Peugeot and Citroën, meanwhile, tried
plunged nearly 40% over the past six to upstage the Chinese at last month’s
months. Paris Auto Show with new compact EVs
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Field is also piling into VW’s compatri- priced around €20,000.

ots, Mercedes-Benz Group, BMW, and “The Chinese have first-mover advan-
Stellantis, which combines the old U.S. tage in EVs, but that can quite easily be
Chrysler with European stalwarts such as replicated,” Field says.
Fiat, Peugeot, and Citroën. Abrdn’s Kachanova begs to differ. “Eu-
Not everyone is so bullish. ropean manufacturers need to create a
“On paper, all these stocks look incredi- whole new infrastructure for EVs,” she
bly cheap,” says Daniel Schwarz, head of says. “Chinese competitors are close to
Europe automotive research at Stifel Fi- the supply chain and can stay capital-
nancial. “But no one knows what tomor- light.”
row will bring.” Her house owns Mercedes stock none-
The current backdrop has already theless because…it’s Mercedes. “We still
brought the collapse of a business model hold onto Mercedes because it’s a strong,
based, at least for the German houses, on premium brand,” Kachanova says.
fat profit margins in a voraciously grow- There’s plenty of brand value left in
ing China. Local competition has slashed Volkswagen cars, too, if Herr Blume can
Europeans’ share of the Chinese luxury make them cheaper, Schwarz says. “The
car market to 40% from 90% before the main problem is not the product, but the
pandemic, says Sasha Kachanova, a sector cost,” he says.
analyst for asset manager abrdn. And the Blume is far from having a free hand.
market is shrinking due to China’s prop- The Volkswagen Law of 1960 enshrined a
erty-driven malaise. 20% voting stake for the government of
Chinese upstarts like BYD have raced Lower Saxony state. Union board mem-
ahead of their European elders in afford- bers could in theory veto plant closures.
able electric vehicles, pushing the Euro- Are the times desperate enough for
pean Union to slap import tariffs on them him to force through his desperate mea-
of up to 35%. “Europe developed demand sures anyway? Investors should watch
for EVs, and the Chinese are coming in to closely. B
 32 BARRON’S November 11, 2024

T H E ST RIKING PRIC E
Financial institutions have become society’s fifth
estate, with a power and impact that often seems
to exceed political institutions and the media.

The Stock Market Is the Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio

Election’s Real Winner VIX Close VIX Futures

40
Put-Call Ratio S&P 500 Index
204

35 182

160
30
138
BY STEVEN M. SEARS governments use to finance products or 25
public sewers and roads and airports.

O
116
n Tuesday, a divided nation They have become more like society’s 20
94
voted to elect Donald Trump fifth estate, with a power and impact that
15
as America’s 47th president. often seems to exceed all the others, includ- 72
While the nation was focused ing political institutions and the media. 10 50
on politics, the U.S. stock market surged. Wall Street’s mighty captains, more D J F M A M J J A S O N D J F M A M J J A S O N
The political news—following media than their predecessors, are politically Daily Values Source: CBOE Source: McMillan Analysis Corp.
speculation that the outcome would be important. Some, like Cantor Fitzgerald’s
unknown for days, possibly sparking an Howard Lutnick, have significant roles in
armed insurrection—overshadowed the advising candidates, and many more have SPX Skew NDX Skew
markets. The disconnect could be called held cabinet-level positions. BlackRock’s Implied volatility % Implied volatility %
an example of inattentional blindness. Larry Fink has enormous influence 16% 12%
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

The psychological condition occurs through his exchange-traded fund empire. 11

when someone is so focused on one thing The list of Wall Street’s powerful, cunning 14
10
that they fail to notice something else that grandees is starting to rival statesmen like
should be apparent. Consider the “invisi- Otto von Bismarck and Henry Kissinger. 12 9
ble gorilla” experiment, which tests obser- The 18th century markets that aided 8
vational powers with a simple test: count- Europe’s rulers are weak shadows of 10 7
ing the number of times two people pass America’s 21st century markets, which
6
each other a basketball. At some point, are intertwined in citizens’ affairs through 8
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

retirement plans and the widespread need 5

a gorilla appears for a few seconds on the
screen. Interestingly, about half of test to own stocks to pay for life’s major ex- 6 4
takers fail to notice the gorilla—much like penses, like college and retirement. D J F M A M J J A S O N D J F M A M J J A S O N
people who were focused elsewhere than Investing doesn’t immediately generate Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

the markets this past week. feelings of having done something impor- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
An American presidential election is tant, like voting for a favorite candidate.
the gorilla of global political events. Don- But in time—especially after decades
ald Trump’s re-election, coupled with Re- have transpired and returns have Week’s Most Active
publican control of the Senate and, possi- compounded—investment portfolios Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

bly, the House, could reshape the world— help determine whether someone feels Tenaya Therapeutics TNYA 9924 8896 1028 144 93 68.9
Banking ETF KBWB 20975 20895 80 384 44 54.6
not to mention its effect on the trajectory they made good decisions. PACS Group PACS 17984 8177 9807 332 100 54.2
of the U.S. stock market, especially the Ignore the chaos merchants who are National Vision Holdings EYE 12514 12270 244 288 58 43.5
S&P 500 index, which often behaves like prattling on about the consequences of Vimeo Inc. VMEO 15869 8126 7743 436 0 36.4
Avid Bioservices CDMO 8204 8117 87 272 84 30.2
America’s third major political party, and the election. Buy the SPDR S&P 500 Kennametal KMT 2491 374 2117 84 0 29.7
on the Federal Reserve’s interest-rate pol- ETF (ticker: SPY) instead. 89bio Inc. ETNB 19943 4305 15638 744 20 26.8
icy, to cite two obvious examples. If you are comfortable with options, con- Rhythm Pharmaceuticals RYTM 7605 7189 416 344 6 22.1
FREYR Battery FREY 17066 13416 3650 992 98 17.2
The Fed announced another quarter- sider selling cash-secured put options that
MPLX Inc. MPLX 136735 129968 6767 8356 10 16.4
percent rate cut on Thursday. The decision expire in January to hopscotch the political Celanese CE 27188 7049 20139 1900 67 14.3
directly affects all investors and borrow- palaver. The strategy positions investors to Globarstar GSAT 232479 217427 15052 16496 88 14.1

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DoubleVerify DV 17913 13339 4574 1460 49 12.3
money and invests. Interest rates also With the ETF at $598.19, sell the January Energy Transfer ET 1260089 1221279 38810 105952 0 11.9
influence the stock market by lowering $590 put for about $8.50. The trade posi- PetMed Express PETS 13684 4859 8825 1300 93 10.5
the cost of capital needed to buy stocks. tions investors to buy SPY at an effective Dsentsply Sirona’ XRAY 14794 9837 4957 1408 92 10.5
European Wax Center EWCZ 4450 4291 159 432 57 10.3
A strong U.S. stock market positively in- price of $581.50 if it is at $590 or below by
Treace Medical Concepts TMCI 2899 2797 102 288 78 10.1
fluences the world’s economic well-being. the January expiration. If the ETF is above
Financial markets have become— the put strike price at expiration, you keep This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
especially in the past four decades—more the premium. In either outcome, you win— short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
than mechanisms that corporations and the opposite of an election outcome. B
 November 11, 2024 BARRON’S 33

I N S I DE SC OOP
Bill Gates Unloads $200 Decreases in sales, Gamco Investors’ stake in
Mueller Industries has slipped to

Holdings 4.1%, below the 5% threshold that

would require Gamco Investors to
report further Mueller Industries

Million of Ecolab Stock Southwest Airlines

Elliott Management lowered its
stake in the short-haul airline to
59,666,500 shares. Elliott Manage-
ment did so through the sale of
sales. Shares have gained roughly
98% so far in 2024. Mueller Indus-
tries reported strong earnings in its
latest quarter.

BY ED LIN tem members, retirees, and beneficia- 1,450,000 Southwest Airlines GeneDx Holdings

B
ries, cut positions in Palantir Tech- shares on Oct. 28 at prices ranging Icahn School of Medicine at
ill Gates recently trimmed nologies, Apple, and Nvidia stock, from $29.46 to $30.30 a share. Mount Sinai, or ISMMS, lowered
a position in Ecolab, in and bought more Advanced Micro Elliott Management previously its stake in the health-intelligence
which he is the largest Devices shares in the third quarter. nominated a slate of directors to company to 2,866,833 shares.
shareholder. The pension disclosed the stock serve on the company’s board in ISMMS sold 865,800 GeneDx
Cascade Investment, trades, among others, in a form it filed August, which included four for- Holdings shares on Oct. 31 at a
Gates’ investment vehicle, with the Securities and Exchange mer airline CEOs. Southwest price of $75 per share, and filed a
sold 796,813 shares of Eco- Commission. agreed on Oct. 24 to seat five of Form 144 that same day detailing
lab from Oct. 31 through Nov. 4 for a The office of New York State Comp- Elliott Management’s proposed its plan to sell up to 1,012,941 total
total of $196 million, an average price troller Thomas P. DiNapoli, the sole directors, effective on Nov. 1, also shares over 90 days. However,
of $245.89. It now holds 30.4 million trustee of the pension, declined to the departure date of Executive ISMMS has agreed with its broker
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Ecolab shares, according to a form comment on the investment changes. Chairman Gary Kelly. CEO Bob to pause further selling until Nov.
Cascade filed with the Securities and As of June 30, it managed assets of Jordan will retain his role. Follow- 30. Following the sale, ISMMS
Exchange Commission. That’s still a $267.7 billion. Pensions & Investments ing the latest sales, Elliott Manage- continues to own 10.4% of GeneDx
stake of more than 10% in Ecolab, a notes the fund is the third-largest U.S. ment owns 9.95% of Southwest’s Holdings’ outstanding stock.
provider of water-treatment, hygiene public pension by assets. outstanding stock. Shares have GeneDx shares have rocketed this
and infection-prevention goods and Palantir stock was added to the gained roughly 8% so far this year. year to a recent price of over $79
services, S&P 500 index in September, which from a close of $2.75 on the last
Cascade declined to comment on provided some lift as funds that track Samsara trading day of 2023. In late October,
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

the stock sale. the index bought shares of the data- Bill Gates’ invest- General Catalyst Group Manage- CEO Katherine Stueland noted that
Ecolab has seen its stock keep pace analytics firm. ment vehicle, ment Holdings reduced its stake GeneDx achieved profitability in
with the S&P 500’s gain so far this New York State Common Retire- Cascade Invest- in the Internet-of-Things technol- the third quarter.
year, and has surged more than 40% ment Fund sold 231,600 Palantir ment, sold about ogy company to 21,434,119 shares.
since Cascade’s last transactions in the shares to end the third quarter with $200 million General Catalyst did so through the Nathan’s Famous
stock two years ago. In August 2022, 1.1 million shares. Palantir stock worth of shares sale of 46,243 Samsara shares on Gamco Investors reduced its stake
Cascade bought 58,667 Ecolab shares soared 116% in the first nine months of Ecolab. The the open market from Oct. 22 in the restaurant chain and fran-
for $10 million, an average price of of the year, compared with a 21% rise stock has surged through Oct. 25 at prices ranging chiser to 561,447 shares. Gamco
$171.37 each. in the S&P 500. in the past two from $48.10 to $48.25 each. Follow- Investors sold 18,734 Nathan’s Fa-
Gates, the co-founder of Microsoft, The pension sold 1.5 million Apple years. ing the latest sales, General Cata- mous shares from Sept. 5 through
is also the largest shareholder of waste shares in the third quarter to lower its lyst Group continues to own 3.8% Nov. 4 at prices ranging from
and recycling firm Republic Services, stake to 19.6 million shares of the of Samsara’s outstanding stock. $76.10 to $87.49 each. Following the
and car dealer AutoNation. B iPhone maker. Shares rose 21% in the Shares of Samsara have gained sales, Gamco Investors continues to
first nine months of the year. about 55% during the year. A own 13.8% of Nathan’s Famous
Nvidia shares soared 145% in the strong second-quarter report in outstanding stock. Shares of Na-
New York Pension Sells first nine months of 2024.
The pension sold 3.1 million Nvidia
September and raised guidance
helped bolster shares.
than’s Famous have gained roughly
14% year to date.
Palantir, Apple, and shares to end the third quarter with

Nvidia—and Buys AMD 30.5 million shares.

New York State Common Retire-
Mueller Industries
Gamco Investors cut its stake in These disclosures are from 13Ds filed with
the Securities and Exchange Commission.
ment Fund bought 102,505 more the industrial products company to 13Ds are filed within 10 days of an entity’s

O
ne of the largest public pension AMD shares in the third quarter to lift 4,642,334 shares. Gamco Investors attaining more than 5% in any class of a
company’s securities. Subsequent changes in
funds in the U.S. made major its stake to 2.4 million shares. sold 313,090 Mueller Industries holdings or intentions must be reported in
changes in some of its highest- AMD stock rose 11% in the first shares from Aug. 30 through Oct. amended filings. This material is from Oct. 31
profile tech investments. nine months of the year. 30 at prices ranging from $66.60 through Nov. 6, 2024. Source: VerityData
(verityplatform.com)
The New York State Common Re- AMD recently provided a disap- to $83.60 each. Following the latest
tirement Fund, which covers New pointing outlook that overshadowed
York State and Local Retirement Sys- an in-line third-quarter report. B
 34 BARRON’S November 11, 2024

W I N N E R S & LO S E R S
Saturday Inbox: Sign up for the
Market Lab Newsletter every Saturday
at Barrons.com/newsletters

NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
DestinyTech100(DXYZ) 36572 36.20 +25.02 +223.8 Magnera(MAGN) 18859 13335.6 19.25 –3.37 Cohen(COHN) 427 1116.8 9.89 +1.43 Zoomcar(ZCAR) 37010 6396.2 7.05 +2.00
MoneyLion(ML) 2225 80.92 +38.20 +89.4 DestinyTech100(DXYZ) 36572 2795.0 36.20 +25.02 CentrusEnergy(LEU) 17329 440.6 91.76 –17.77 CFAcqnVII A(CFFS) 1016 2029.6 11.16 +0.06
CoreCivic(CXW) 18334 22.52 +9.21 +69.2 ATI PhysTherapy(ATIP) 597 1172.3 2.60 –2.90 EvansBancorp(EVBN) 500 217.1 43.30 +3.76 GlobalLightsAcqn(GLAC) 2043 1167.6 10.58 +0.01
IonQ(IONQ) 181556 24.79 +9.94 +66.9 PACS Group(PACS) 35577 865.5 21.33 –21.61 Cryo-Cell(CCEL) 174 209.0 8.73 +1.52 AirTransportSvcs(ATSG) 25305 997.4 22.01 +4.61
ArisWater(ARIS) 4958 23.65 +7.36 +45.2 ColombierAcqnIIA(CLBR) 1151 531.1 10.32 +0.06 IdahoStratRscs(IDR) 2791 168.4 12.01 –3.92 Marqeta(MQ) 169946 868.8 3.74 –2.11
WolverineWwide(WWW) 12852 21.97 +6.61 +43.0 Celanese(CE) 24663 457.0 84.80 –40.01 AcmeUnited(ACU) 155 113.5 41.51 +1.85 FutureTechIIA(FTII) 262 567.3 11.04 –0.09
DutchBros(BROS) 37469 47.18 +13.78 +41.3 JELD-WEN(JELD) 12104 372.0 10.96 –3.28 SerinaTherap(SER) 146 91.9 4.36 –2.51 TangoTherap(TNGX) 32590 559.4 2.95 –2.20
Barnes&NobleEduc(BNED) 1562 12.63 +3.57 +39.4 SherwinWilliams(SHW) 31571 371.5 386.67 +28.70 Espey(ESP) 130 86.5 31.98 +0.48 AspenTech(AZPN) 5619 460.8 245.00 +11.33
ErmenegildoZegna(ZGN) 11270 337.8 7.47 –0.13 MastechDigital(MHH) 110 72.4 11.12 +1.31 CtznCmntyBcp(CZWI) 296 459.0 14.40 +0.37
Losers CoreCivic(CXW) 18334 313.4 22.52 +9.21 ParkNational(PRK) 452 72.2 191.58 +18.90 USCB Financial(USCB) 425 415.6 19.58 +4.58
Name (Sym) Volume Close Change %Chg.
SunnovaEnergy(NOVA) 122692 302.9 3.14 –2.59 TompkinsFin(TMP) 413 71.4 73.70 +8.87 Innodata(INOD) 13077 390.4 42.78 +21.65
ATI PhysTherapy(ATIP) 597 2.60 –2.90 –52.7 PrimoWater(PRMW) 25444 295.9 24.21 –2.32 InfuSystems(INFU) 565 67.3 7.81 +1.42 TrumpMedia&Tech(DJT) 649732 389.1 31.91 +1.35
PACS Group(PACS) 35577 21.33 –21.61 –50.3 B&G Foods(BGS) 16188 282.3 6.49 –2.13 TOP Ships(TOPS) 65 66.1 7.75 –0.21 AltairEngg(ALTR) 13175 369.4 103.65 –0.35
SunnovaEnergy(NOVA) 122692 3.14 –2.59 –45.2 IonQ(IONQ) 181556 262.0 24.79 +9.94 LGL Group(LGL) 43 62.0 6.01 +0.03 MidPennBancorp(MPB) 825 343.0 32.06 +1.55
EvolentHealth(EVH) 27224 13.36 –10.10 –43.1 RangerEnergySvcs(RNGR) 1030 260.6 15.26 +2.10 RileyExpln(REPX) 737 61.5 33.39 +7.43 HudsonGlobal(HSON) 146 326.6 14.65 –0.40
Celanese(CE) 24663 84.80 –40.01 –32.1 IntrepidPotash(IPI) 944 247.2 27.68 +2.31 EmpirePetrol(EP) 279 54.4 6.25 +1.05 Lantheus(LNTH) 13450 309.9 87.50 –20.48
agilon health(AGL) 35584 1.84 –0.86 –31.9 BCE(BCE) 32456 239.8 28.37 –3.73 LairdSuperfood(LSF) 851 51.9 9.16 +2.03 DiscMedicine(IRON) 4433 308.5 65.00 +17.87
Clarivate(CLVT) 60131 4.57 –2.04 –30.9 Fluor(FLR) 26421 239.3 50.93 –1.96 NFT(MI) 80 49.6 9.00 +0.80 Falcon'sBeyondGlbl(FBYD) 153 306.3 9.05 –0.43
ConcordMed(CCM) 78 5.48 –2.41 –30.6 MayvilleEngg(MEC) 1798 237.2 17.15 –4.34 Envela(ELA) 97 43.8 6.00 +0.78 AviatNetworks(AVNW) 2827 297.3 14.39 –5.86
Clarivate(CLVT) 60131 220.8 4.57 –2.04 Cybin(CYBN) 1312 41.3 10.78 +0.79 LionsgateStudios(LION) 2389 284.5 6.77 –0.02

NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. PalantirTech(PLTR) 603536 58.39 +16.47 +39.3 FoxoTech(FOXO) 1759199 0.50 +0.36 +266.9 NVIDIA(NVDA) 972172 147.63 +12.23 +9.0
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RileyExpln(REPX) 737 33.39 +7.43 +28.6 FordMotor(F) 303643 10.97 +0.75 +7.3 Northann(NCL) 333745 0.33 +0.11 +49.2 TrumpMedia&Tech(DJT) 649732 31.91 +1.35 +4.4
Myomo(MYO) 1611 4.81 +1.07 +28.6 NIO(NIO) 263948 5.09 –0.01 –0.2 Globalstar(GSAT) 316537 1.98 +0.60 +43.5 Tesla(TSLA) 623462 321.22 +72.24 +29.0
LairdSuperfood(LSF) 851 9.16 +2.03 +28.5 BankofAmerica(BAC) 258694 45.13 +3.37 +8.1 AtlasClear(ATCH) 204283 0.25 +0.09 +56.7 Nature'sMiracle(NMHI) 562785 0.10 –0.01 –7.7
InfuSystems(INFU) 565 7.81 +1.42 +22.2 Pfizer(PFE) 253298 26.72 –1.37 –4.9 TrilogyMetals(TMQ) 89097 1.01 +0.38 +59.1 Bionomics(BNOX) 550783 0.40 +0.21 +105.6
Cryo-Cell(CCEL) 174 8.73 +1.52 +21.1 Vale(VALE) 183334 10.59 –0.01 –0.1 Castellum(CTM) 83252 0.18 +0.04 +27.9 SuperMicroComp(SMCI) 469940 24.52 –1.53 –5.9
TrioTech(TRT) 63 7.18 +1.21 +20.3 IonQ(IONQ) 181556 24.79 +9.94 +66.9 DenisonMines(DNN) 76900 2.04 –0.04 –1.9 Intel(INTC) 437952 26.20 +3.00 +12.9
EmpirePetrol(EP) 279 6.25 +1.05 +20.2 ItauUnibanco(ITUB) 164239 6.11 +0.17 +2.9 B2Gold(BTG) 70083 2.95 –0.34 –10.3 Lucid(LCID) 386479 2.21 +0.01 +0.5
Cohen(COHN) 427 9.89 +1.43 +16.9 LumenTech(LUMN) 154646 9.59 +2.59 +37.0 1847Holdings(EFSH) 53984 0.24 –0.22 –48.0 FuelCell(FCEL) 308955 0.25 –0.10 –28.3
Snap(SNAP) 147131 12.01 –0.52 –4.2 NewGold(NGD) 50843 2.74 –0.03 –1.1 SoFiTech(SOFI) 296825 13.01 +1.97 +17.8
Losers AT&T(T) 144376 22.34 +0.22 +1.0 UraniumEner(UEC) 40444 7.93 +0.64 +8.8 Amazon.com(AMZN) 230077 208.18 +10.25 +5.2
Name (Sym) Volume Close Change %Chg.
Cleveland-Cliffs(CLF) 132012 12.87 –0.40 –3.0 NorthernDynasty(NAK) 35995 0.48 +0.09 +22.9 Rivian(RIVN) 223530 10.59 +0.41 +4.0
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

SerinaTherap(SER) 146 4.36 –2.51 –36.5 Hims&HersHealth(HIMS) 128379 23.41 +3.05 +15.0 Senseonics(SENS) 26560 0.31 –0.03 –9.2 WarnerBrosA(WBD) 221030 9.18 +0.95 +11.5
PlanetGreen(PLAG) 3848 1.50 –0.52 –25.7 Carnival(CCL) 124961 24.07 +2.17 +9.9 Zomedica(ZOM) 26276 0.12 –0.00 –0.2 Apple(AAPL) 208019 226.96 +4.05 +1.8
IdahoStratRscs(IDR) 2791 12.01 –3.92 –24.6 EnergyTransfer(ET) 124471 17.30 +0.87 +5.3 Ur-Energy(URG) 23215 1.19 –0.05 –4.0 TilrayBrands(TLRY) 207950 1.49 –0.15 –9.1
AgEagleAerial(UAVS) 3226 2.01 –0.57 –22.1 SunnovaEnergy(NOVA) 122692 3.14 –2.59 –45.2 Nuburu(BURU) 22583 0.41 –0.10 –18.6 OpendoorTech(OPEN) 194459 1.85 +0.03 +1.6
CentrusEnergy(LEU) 17329 91.76 –17.77 –16.2 WellsFargo(WFC) 122665 70.04 +5.36 +8.3 i-80Gold(IAUX) 22125 0.99 –0.05 –4.8 Bitfarms(BITF) 187509 2.24 +0.38 +20.4
IndonesiaEnergy(INDO) 3980 3.63 –0.57 –13.6 BarrickGold(GOLD) 120108 18.40 –0.65 –3.4 TasekoMines(TGB) 21711 2.39 +0.12 +5.3 LuminarTech(LAZR) 187014 0.88 +0.08 +10.6
AustinGold(AUST) 1335 2.59 –0.35 –11.9 NuHoldings(NU) 119690 15.23 +0.89 +6.2 EquinoxGold(EQX) 19870 5.82 +0.38 +7.0 Srivaru(SVMH) 185745 0.03 +0.00 +1.2
SilvercorpMetals(SVM) 15721 4.13 –0.48 –10.4 Ambev(ABEV) 119434 2.17 +0.02 +0.9 EnergyFuels(UUUU) 19013 6.31 +0.71 +12.7 SoundHoundAI(SOUN) 175363 7.20 +2.06 +40.1

Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Name (Sym) $ Volume Close Change %Chg.
Name (Sym) $ Volume Close Change %Chg.
Winners CentrusEnergy(LEU) 1409348 91.76 –17.77 –16.2 Tesla(TSLA) 178326416 321.22 +72.24 +29.0
PalantirTech(PLTR) 30852728 58.39 +16.47 +39.3
Name (Sym) Volume Close Change %Chg.
EliLilly(LLY) 21719498 831.54 +12.61 +1.5 FoxoTech(FOXO) 1054070 0.50 +0.36 +266.9 NVIDIA(NVDA) 138457600 147.63 +12.23 +9.0
Innodata(INOD) 13077 42.78 +21.65 +102.5 Globalstar(GSAT) 557487 1.98 +0.60 +43.5 Amazon.com(AMZN) 46750113 208.18 +10.25 +5.2
JPMorganChase(JPM) 15043483 236.98 +14.04 +6.3
Agora(API) 14035 5.35 +2.55 +91.1 UraniumEner(UEC) 304145 7.93 +0.64 +8.8 Apple(AAPL) 45875476 226.96 +4.05 +1.8
Boeing(BA) 13395120 151.68 –2.91 –1.9
AppLovin(APP) 47736 290.01 +126.48 +77.3 B2Gold(BTG) 216386 2.95 –0.34 –10.3 Microsoft(MSFT) 41660131 422.54 +12.17 +3.0
TaiwanSemi(TSM) 13312389 201.20 +8.25 +4.3
AdlaiNortye(ANL) 181 3.54 +1.51 +74.4 DenisonMines(DNN) 159183 2.04 –0.04 –1.9 MetaPlatforms(META) 36694907 589.34 +22.18 +3.9
UnitedHealth(UNH) 12390471 615.81 +48.25 +8.5
TreaceMed(TMCI) 8381 8.04 +3.26 +68.2 Northann(NCL) 159033 0.33 +0.11 +49.2 MicroStrategy(MSTR) 25197714 270.42 +40.71 +17.7
SherwinWilliams(SHW) 12041293 386.67 +28.70 +8.0
Upstart(UPST) 69390 81.00 +32.52 +67.1 ImperialOil(IMO) 146322 73.26 +2.54 +3.6 TrumpMedia&Tech(DJT) 21675342 31.91 +1.35 +4.4
BankofAmerica(BAC) 11416170 45.13 +3.37 +8.1
AppliedOptoelec(AAOI) 35211 27.76 +10.92 +64.8 SilverCrestMetals(SILV) 145984 10.31 +0.56 +5.7 AdvMicroDevices(AMD) 21165452 147.95 +6.09 +4.3
GoldmanSachs(GS) 10914465 589.26 +69.91 +13.5
Sonder(SOND) 1597 4.38 +1.70 +63.4 NewGold(NGD) 138029 2.74 –0.03 –1.1 CoinbaseGlbl(COIN) 21109382 270.74 +87.86 +48.0
BerkHathwy B(BRK.B) 10691804 463.41 +11.27 +2.5
Losers Visa(V) 9339650 307.87 +17.13 +5.9 EnergyFuels(UUUU) 112292 6.31 +0.71 +12.7 Alphabet A(GOOGL) 21019989 178.35 +7.06 +4.1
Name (Sym) Volume Close Change %Chg. Salesforce(CRM) 8873320 321.95 +27.23 +9.2 EquinoxGold(EQX) 107725 5.82 +0.38 +7.0 Alphabet C(GOOG) 15348824 179.86 +7.21 +4.2
WellsFargo(WFC) 8551509 70.04 +5.36 +8.3 TrilogyMetals(TMQ) 89959 1.01 +0.38 +59.1 Broadcom(AVGO) 14802735 183.64 +14.72 +8.7
TevogenBio(TVGN) 27811 1.22 –1.15 –48.5
ExxonMobil(XOM) 8400624 121.11 +6.16 +5.4 ParkNational(PRK) 87310 191.58 +18.90 +10.9 SuperMicroComp(SMCI) 11207968 24.52 –1.53 –5.9
TangoTherap(TNGX) 32590 2.95 –2.20 –42.7
BerkHathwy A(BRK.A) 8039080695878.31+17878.30 +2.6 SilvercorpMetals(SVM) 69329 4.13 –0.48 –10.4 AppLovin(APP) 10985693 290.01 +126.48 +77.3
NanoLabs(NA) 566 3.24 –2.31 –41.6
HomeDepot(HD) 7836901 405.90 +13.31 +3.4 AtlasClear(ATCH) 66921 0.25 +0.09 +56.7 Intel(INTC) 10738412 26.20 +3.00 +12.9
RevanceTherap(RVNC) 17873 3.70 –2.10 –36.2
Alibaba(BABA) 7588432 94.19 –3.39 –3.5 MAG Silver(MAG) 52074 16.05 –0.70 –4.2 Qualcomm(QCOM) 10534272 170.91 +5.64 +3.4
Marqeta(MQ) 169946 3.74 –2.11 –36.1
Uber(UBER) 7143306 72.04 –1.21 –1.7 TasekoMines(TGB) 51137 2.39 +0.12 +5.3 Netflix(NFLX) 10010049 795.04 +38.94 +5.2
ScrippsEW(SSP) 10085 2.34 –1.18 –33.5
Pfizer(PFE) 6858765 26.72 –1.37 –4.9 PerspectiveTherap(CATX) 41082 11.25 –0.84 –6.9 Costco(COST) 10001905 943.80 +66.49 +7.6
DefDlyTarget2xSh(SMST) 8617 4.55 –2.25 –33.1
Oracle(ORCL) 6775392 189.25 +19.23 +11.3 IvanhoeElectric(IE) 38184 10.95 +0.59 +5.7 MercadoLibre(MELI) 9893992 1872.01 –182.89 –8.9
MaravaiLifeSci(MRVI) 18483 5.07 –2.38 –32.0

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
 November 11, 2024 BARRON’S 35

MARKET VIEW
This commentary was issued recently by
money managers, research firms, and market
newsletter writers. Edited by Barron’s staff.

The Fed’s Mr. “No” of interest-rate cuts, and trade tariffs. As “This market will be driven higher by the policy
more-detailed policy proposals emerge
US Watch - Quick Insights
TS Lombard from the Trump transition team, investors prospect of deregulation in D.C. driving a
tslombard.com should brace for further swings ahead. We
advise investors to be ready to use any out-
capital market cycle. Exuberance tends to
Nov. 7: [Federal Reserve Chair Jerome Pow- size market reactions to build stronger arrive when capital markets ignite, and
ell] isn’t resigning and will go to court, if long-term portfolios.
necessary, to preserve the legal integrity of In equities, we expect the S&P 500 index exuberance has been the hallmark of every
his position. He also said “no” (in Fedspeak)
to the idea of many more cuts, fair enough
to reach 6,600 by the end of 2025 from
5,929 at present, driven by solid U.S.
market top. Exuberance lies ahead.”
Julian Emanuel and team, Evercore ISI
given the policy uncertainties that lie ahead. growth, lower interest rates, and enthusi-
The FOMC believes that the labor market asm over AI. Technology, utilities, and fi-
has cooled enough for inflation to work its nancials are among our preferred sectors. well as last July’s outperformance burst, Typically, these challenges are first heard
way back to 2% and the labor market is why The key potential beneficiaries of deregula- bode positively. in federal district courts. The more these
the Fed cuts again—inflation’s progress will tion—financials and energy—led the S&P —Julian Emanuel and team cases are heard by judges appointed
determine the pace. Given this perspective 500 to a fresh record high on Wednesday. by Republicans, the better the chances
and that the Fed sees the current funds rate That was in line with our view that these that these executive orders will not be
as restrictive with neutral still a ways off, sectors would likely outperform in the Rolling Back Regulations overturned.
they cut in December. The September con- event of a Trump victory. The tech sector Geopolitical Briefing —Angelo Katsoras
sumer credit numbers underscore the notion also advanced. The industry could face National Bank of Canada
that there is no reason to weaken labor any headwinds from trade tensions, but we do nbc.ca
further. Recession is still not an option. not believe that this will outweigh the Nvidia, Welcome to the Dow
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Next week’s CPI data consequently loom structural growth story over the medium Nov. 6: One of Trump’s first actions after Global View
large in figuring the odds of a December cut. term, including optimism over the acceler- being sworn in on Jan. 20, 2025, will be to The Lead-Lag Report
After December, it is anyone’s guess....The 25 ating commercialization of AI. begin unilaterally rolling back certain en- leadlagreport.substack.com
basis-point cut in December is, in my view, — Solita Marcelli and team vironmental policies through executive
insurance against further cooling in employ- orders. These include initiating with- Nov. 6: Nvidia is entering the Dow and
ment. [A basis point is a hundredth of a per- drawal from the Paris Climate Accord, replacing Intel. Swapping out one chip
centage point.] Then they watch and wait as Rational Exuberance? streamlining the permitting process for maker for another makes sense, but the
2025 unfolds. They believe that a 4.25% Equity and Derivatives Strategy drilling on federal lands, expediting traditionally stodgy index will be getting an
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

funds rate, given the pace of economic Evercore ISI approval of natural-gas pipelines and accelerated dose of growth and AI exposure
activity, allows them this luxury. evercoreisi.com liquefied-natural-gas export facilities, and with this move. From an investor perspec-
As for whatever policies that Donald removing emissions and clean energy tive, it’s worth mentioning that there is far
Trump brings to the economy (taxes, tar- Nov. 6: A decisive and uncontested election targets. He will seek also to lighten the less money indexed to the Dow than there
iffs, etc.), they would be assessed in the outcome electing Trump in a potential Red regulatory footprint in the financial, IT, is to the S&P 500, so there is much less
context of the economy’s performance at Sweep was nobody’s base case. In our Elec- energy, and mining sectors. potential for a fund-trading-related boost
the time when these polices are put in tion Compendium, we modeled this as cre- It is important to note that repealing, for the stock. The Dow gets a lot less atten-
place, not when they are proposed. As for ating a “meltup chase” at a seasonally fa- implementing, or rescinding new execu- tion today than it used to, but this change
what policies may be enacted and to what vorable [time of] year and [with] a public tive orders can be a lengthy process. It certainly brings it much further into the
extent, Powell was clear: “We do not specu- re-engaged in speculation. While stocks are often takes months or even years to review future than it was previously.
late, we do not guess, we do not assume.” expensive, expensive can last for a while. and respond to potential legal challenges. —Michael A. Gayed
—Steven Blitz This market will be driven higher by the
policy prospect of deregulation in D.C.,
driving a capital market cycle. Exuberance Market Sentiment
Trump-Trade Sector Bets tends to arrive when capital markets ignite, Citigroup Panic/Euphoria Model Last +0.44 Euphoria Neutral Panic
UBS House View—Daily US and exuberance has been the hallmark of 0.6
UBS every market top. Exuberance lies ahead.
ubs.com We introduce a 6/30/2025 S&P 500 price 0.4

target of 6,600, 25.7 times our $257 2025 0.2

Nov. 7: Markets have started to digest earnings-per-share estimate, and 27.5 times
0
Trump’s victory, with the initial response 2024’s estimated $240.
pointing to expectations of stronger In a century of bull markets, the average -0.2
growth, higher inflation, a slower pace gain is 152% over 50 months. This bull is -0.4
young at 25 months and a gain of 65%. The
-0.6
advance/decline line is very healthy, bol- O N D J F M A M J J A S O N
To be considered for this section, material, with stered by strength in small-caps benefiting The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell
signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year
the author’s name and address, should be sent from a “soft landing.” That, along with the later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
to [email protected]. history of post-2020 and -2016 elections, as Source: Citigroup Investment Research - US Equity Strategy
 36 BARRON’S November 11, 2024

Barron's 50-Stock Average 51 Dow Jones Per Share Values 50 Mutual Funds 46 Week In Stocks 50

DATA
Cash Track 46 Exchange Traded Portfolios 45 N.Y. Stock Exchange 36 Weekly Bond Statistics 52
Coming Earnings 51 Federal Reserve Data Bank 52 Nasdaq National Market 40 Winners & Losers Stocks 34
Conference Call Calendar 51 Foreign Exchange 51 New Corporate Listings 50
Consensus Estimate 51 Gold & Silver Prices 52 New Highs & Lows 53
Delta Tactical Sentiment 51 Gold Mining Index 52 NYSE Half-Hourly Volume 50
Distributions & Offerings 50 Indexes P/Es & Yields 50 Other Market Indexes 49
Dividend Boosts - Reductions 52 Initial Public Offerings 50 Pulse of the Economy 51
Dividend Ex-Payment Dates 52 Investor Sentiment Readings 50 Stock Splits - Special Dividends 52
DJ Averages 49 Key Foreign Market Indexes 44 Stock Volume 50
DJ U.S. Total Market Industry Groups 51 Market Lab 49 Trading Diary 49
Contact Us
Dow Jones Averages 49 Money Rates, U.S. & Foreign 51 Vital Signs 29 For queries, email us at
Statistics from November 4-8, 2024 [email protected]

NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
7.28 2.71 AltusPower AMPS ... 23 3.11 –0.23 ... 91.66 52.81 Aptiv APTV ... 6 56.25 –0.12 ... 25.36 17.39 AvanosMedical AVNS ... 61 20.41 +1.70 ... 387.99 262.12 Bio-RadLab A BIO ... dd 369.25 +0.83 ...
A
18.45 10.12 AmbacFin AMBC ... 7 11.41 +0.20 ... 39.99 25.93 Aramark ARMK ... 30 39.11 +0.90 ... 28.00 18.08 Avantor AVTR ... 50 22.59 +0.28 ... 64.78 38.50 Birkenstock BIRK ... 74 46.62 +0.78 ...
10.06 9.96 AAMissionAcqnA AAM ... ... 10.06 +0.01 ... 3.00 2.01 Ambev ABEV 5.9 13 2.17 +0.02.1443 16.35 11.77 ArborRealty ABR 11.1 12 15.53 +0.69 .43 233.48 176.78 AveryDennison AVY 1.7 25 205.11 –1.00 .88 62.20 48.27 BlackHills BKH 4.3 16 60.78 +2.86 .65
76.34 54.71 AAR AIR ... 36 65.87 +7.47 ... 11.48 8.78 Amcor AMCR 5.0 19 10.22 –0.04.1275 7.27 2.19 ArcadiumLithium ALTM ... 40 5.36 –0.08 ... 54.68 31.45 Avient AVNT 2.1 32 51.56 +5.42 .27 4.44 2.01 BlackBerry BB ... dd 2.32 +0.05 ...
59.78 39.41 ABMIndustries ABM 1.6 24 57.73 +4.64 .225 34.50 23.58 Amentum AMTM ... ... 33.40 +2.61 ... 29.01 20.52 ArcelorMittal MT 1.6 dd 26.09 +1.51 .25 39.99 31.91 Avista AVA 5.1 15 37.32 +0.62 .475 1057.51 653.88 BlackRock BLK 2.0 26 1039.28 +54.20 5.10
6.62 4.37 ACCO Brands ACCO 5.0 dd 6.02 +0.76 .075 19.73 10.11 AmerSports AS ... dd 19.37 +1.55 ... 187.60 116.44 ArchResources ARCH .6 18 168.39 +24.39 .25 40.19 29.20 AxaltaCoating AXTA ... 27 39.96 +1.98 ... 14.16 3.86 BlackSkyTech BKSY ... dd 8.05 +1.16 ...
16.93 7.31 AcresCmclRlty ACR ... 19 16.15 +0.76 ... 27.00 18.54 AmerantBncp AMTB 1.5 dd 24.00 +3.06 .09 7.02 2.82 ArcherAviation ACHR ... dd 3.89 +0.61 ... 82.95 32.05 AxosFinancial AX ... 10 80.62 +14.77 ... 178.63 96.15 Blackstone BX 1.9 61 177.46 +9.32 .86
6.04 0.36 ADC Therap ADCT ... dd 2.93 –0.02 ... 90.59 67.03 Ameren AEE 3.0 21 90.19 +4.31 .67 77.35 48.92 ADM ADM 3.8 10 52.13 –2.51 .50 11.26 2.02 Azul AZUL ... dd 2.68 –0.02 ... 23.29 16.53 BlackstoneMtg BXMT 9.9 dd 18.98 +0.73 .47
8.25 5.63 ADT ADT 2.8 9 7.81 +0.56 .055 39.68 17.55 Ameresco AMRC ... 26 26.48 –5.85 ... 23.44 13.59 Archrock AROC 3.1 26 22.62 +2.70 .175 4.75 1.16 BlendLabs BLND ... dd 4.75 +1.12 ...
–0.39 .245 B
115.74 78.55 AECOM ACM .8 59 110.39 +1.99 .22
20.31 15.12 AmericaMovil AMX 2.3 23 15.22 13.20 8.08 ArcosDorados ARCO 2.8 11 8.52 +0.04 .06 68.45 42.28 BlockHR HRB 2.5 14 59.18 –0.39 .375
28.96 18.00 AmericanAssets AAT 4.8 29 27.94 +1.30 .335 106.89 67.85 Arcosa ACA .2 40 105.72 +12.03 .05 87.52 50.86 Block SQ ... 58 74.56 +2.41 ...
22.21 13.30 AES AES 5.1 9 13.60 –1.11.1725 1.91 0.70 Bark BARK ... dd 1.42 ... ...
8.99 5.43 AmericanAxle AXL ... cc 6.77 +1.01 ... 20.31 12.95 ArcusBiosci RCUS ... dd 17.85 +2.35 ... 18.14 8.41 BloomEnergy BE ... dd 13.17 +3.23 ...
115.50 75.08 Aflac AFL 1.8 16 108.27 +3.56 .50 11.97 6.46 B&G Foods BGS 11.7 dd 6.49 –2.13 .19
26.44 15.92 AmerEagle AEO 2.7 15 18.73 –0.73 .125 4.26 3.16 ArdaghMetalPkg AMBP10.7 dd 3.74 +0.10 .10 16.91 13.98 BlueOwlCapital OBDC10.0 9 14.78 ... .37
130.26 84.35 AGCO AGCO 1.3 41 91.86 –7.53 .29 35.22 18.71 BBB Foods TBBB ... ... 33.39 +1.57 ...
296.83 152.10 AmerExpress AXP 1.0 21 287.60 +14.91 .70 20.72 14.58 ArdentHealth ARDT ... ... 16.37 –1.33 ... 24.17 13.01 BlueOwlCapital OWL 3.1 cc 22.90 +1.45 .18
7.95 5.09 AG Mortgage MITT10.4 3 7.11 –0.08 .19 41.77 27.29 BCE BCE 10.3 cc 28.37 –3.73.7165
138.82 107.11 AmericanFin AFG 2.3 13 138.77 +11.064.00 23.44 12.07 ArdmoreShipping ASC 8.9 3 12.15 –1.89 .18 132.67 78.51 BlueLinx BXC ... 35 122.26 +12.37 ...
33.73 6.10 a.k.a.Brands AKA ... dd 24.62 +1.32 ... 2.77 1.85 BEST BEST ... dd 2.71 ... ...
27.21 12.63 AmerHlthcrREIT AHR 3.8 dd 26.08 –0.09 .25 11.00 10.32 AresAcqnII A AACT ... 26 10.86 –0.01 ... 267.54 144.13 Boeing BA ... dd 151.68 –2.91 ...
11.88 2.38 AMC Ent AMC ... dd 4.27 –0.24 ... 10.74 6.40 BGSF BGSF .0 dd 7.21 –0.23 .15
41.41 33.75 AmHomes4Rent AMH 2.8 39 36.96 +1.94 .26 11.24 6.25 AresCommRealEst ACRE13.8 dd 7.24 +0.91 .25 154.67 102.70 BoiseCascade BCC .6 14 142.32 +8.11 .21
80.22 28.16 AMN Healthcare AMN ... 21 29.05 –7.85 ... 69.11 50.90 BHP Group BHP 5.2 18 55.19 –0.75 1.44
80.83 62.96 AIG AIG 2.1 21 75.58 –0.14 .40 175.74 101.44 AresMgmt ARES 2.2 75 170.38 +8.51 .93 169.83 68.37 BootBarn BOOT ... 27 135.14 +9.67 ...
6.18 2.61 AMTD Digital HKD ... ... 3.07 –0.03 ... 87.05 43.11 BILL BILL ... dd 77.31 +19.05 ...
25.96 12.50 AmRltyInv ARL ... dd 14.74 +0.44 ... 159.70 39.74 Argan AGX 1.0 49 155.29 +18.41 .375 190.59 123.17 BoozAllen BAH 1.1 29 183.50 +2.22 .51
2.43 1.16 AMTD IDEA AMTD ... ... 1.23 –0.05 ... 6.95 1.79 BitMining BTCM ... dd 2.82 +0.11 ...
87.50 66.03 AmerStWater AWR 2.2 29 86.45 +4.86.4655 23.71 7.22 ArisWater ARIS 1.8 29 23.65 +7.36 .105 38.23 29.51 BorgWarner BWA ... 9 33.92 +0.48 ...
3.44 2.56 ARC Document ARC 5.9 31 3.37 ... .05 92.37 63.08 BJ'sWholesale BJ ... 23 90.29 +4.65 ...
10.91 5.46 AmerStratInvt NYC ... dd 8.83 –0.19 ... 431.97 203.19 AristaNetworks ANET ... 48 400.45 +6.28 ... 7.61 3.76 BorrDrilling BORR .0 13 3.96 –0.12 .02
12.86 7.91 ASE Tech ASX ... 22 9.88 ... ... 19.81 17.39 BKV BKV ... dd 19.50 +1.86 ...
243.56 170.46 AmerTowerREIT AMT 3.3 85 201.80 –9.46 1.62 17.64 7.77 ArloTech ARLO ... dd 11.92 +1.64 ... 371.65 254.40 BostonBeer SAM ... 45 308.35 +13.41 ...
106.42 84.62 ASGN ASGN ... 25 98.38 +7.32 ... 40.40 28.80 BP BP 6.6 31 28.93 –0.30 .48
14.28 4.95 AmerVanguard AVD 2.1 dd 5.77 +0.51 .03 13.11 10.02 ArmadaHoffler AHH 7.3 dd 11.20 +0.45 .205 16.99 12.41 BostonOmaha BOC ... dd 15.96 +1.09 ...
22.73 15.46 AT&T T 5.0 18 22.34 +0.22.2775 3.75 1.00 BP Prudhoe BPT ... ... 1.29 +0.23 ...
150.68 113.34 AmerWaterWorks AWK 2.2 27 136.09 +0.09 .765 21.93 16.08 ArmourResREIT ARR 14.9 8 19.31 +0.72 .24 88.94 50.84 BostonSci BSX ... 73 88.25 +4.63 ...
68.92 38.04 ATI ATI ... 22 58.29 +4.87 ... 7.14 2.60 BRC BRCC ... dd 3.06 –0.08 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

31.60 5.00 AmericanWell AMWL ... dd 8.79 –0.21 ... 154.55 79.50 ArmstrongWorld AWI .8 27 153.70 +13.11 .308 33.85 22.14 Bowhead BOW ... 35 32.83 +3.45 ...
8.03 2.52 ATI PhysTherapy ATIP ... dd 2.60 –2.90 ... 4.76 2.38 BRF BRFS ... 20 4.23 –0.18 ...
30.92 21.87 AmericoldRealty COLD 3.9 dd 22.76 –2.63 .22 137.80 108.51 ArrowElec ARW ... 13 120.20 –0.83 ... 15.47 9.71 Bowlero BOWL 1.9 dd 11.50 +1.17 .055
44.70 24.82 ATS ATS ... 30 28.79 –1.72 ... 20.12 15.21 BRT Apartments BRT 5.3 dd 18.85 +2.70 .25
569.47 331.19 Ameriprise AMP 1.1 21 551.99 +44.81 1.48 49.30 35.57 ArtisanPtrsAsset APAM 5.9 14 47.96 +3.48 .82 34.29 23.29 Box BOX ... 43 33.74 +1.82 ...
16.46 11.83 A10Networks ATEN 1.5 28 16.20 +1.58 .06 22.31 10.32 BW LPG BWLP24.9 3 12.71 +0.07 .58
71.96 38.71 AmerisBancorp ABCB .9 15 69.70 +7.60 .15 30.00 13.18 Artivion AORT ... dd 28.71 +1.96 ... 73.75 49.34 BoydGaming BYD .9 14 73.67 +5.01 .17
84.84 53.32 AXIS Capital AXS 2.1 12 84.48 +5.44 .44 128.00 74.69 BWX Tech BWXT .8 41 124.57 +1.99 .24
192.20 148.35 Ametek AME .6 33 190.92 +12.49 .28 23.44 11.05 Asana ASAN ... dd 13.99 +1.21 ... 76.97 52.68 Brady BRC 1.3 19 76.71 +5.26 .24
50.78 27.97 AZEK AZEK ... 42 47.04 +2.88 ... 90.11 50.64 BXP BXP 4.7 36 82.90 +3.74 .98
2.94 0.74 Ampco-Pitt AP ... dd 1.99 +0.23 ... 277.13 195.09 AsburyAutomotive ABG ... 15 260.45 +32.47 ... 3.95 1.79 BraemarHtls BHR 5.9 dd 3.39 +0.63 .05
88.67 46.02 AZZ AZZ .8 99 84.58 +7.42 .17 74.60 42.55 Amphenol APH .9 42 73.87 +6.01 .165 24.90 5.20 AshfordHosp AHT ... dd 8.98 +2.33 ... 2.99 0.75 Babcock&Wilcox BW ... dd 2.56 +0.24 ...
121.64 92.43 AbbottLabs ABT 1.9 35 116.59 –2.01 .55 230.76 139.50 BadgerMeter BMI .6 55 223.47 +21.49 .34 6.54 3.62 BrandywineRealty BDN 11.1 dd 5.42 +0.34 .15
8.15 3.56 AmplifyEnergy AMPY ... 4 6.61 +0.07 ... 102.50 71.55 Ashland ASH 2.0 23 80.96 –3.86.405 5.55 4.05 BrasilAgro LND 6.1 8 4.18 +0.12.2561
207.32 136.30 AbbVie ABBV 3.3 70 199.50 –4.05 1.64 6.02 0.61 AmpriusTech AMPX ... dd 1.73 +0.41 ... 33.15 8.76 AspenAerogels ASPN ... cc 16.49 –1.56 ... 68.75 5.57 Bakkt BKKT ... dd 9.82 +0.42 ...
196.99 65.34 Abercrombie&Fitch ANF ... 15 143.97 +12.71 ... 71.32 48.05 Ball BALL 1.3 dd 60.26 +1.25 .20 10.98 5.28 Braskem BAK ... dd 5.53 –0.36 ...
32.05 15.38 Amrep AXR ... 17 30.69 –0.30 ... 28.18 16.59 AssociatedBanc ASB 3.4 22 26.78 +3.22 .23 63.01 26.27 BreadFinancial BFH 1.4 9 59.07 +8.32 .21
25.58 14.06 AcadiaRealty AKR 3.0 cc 25.00 +0.80 .19 13.32 8.88 AngelOakMtgREIT AOMR13.0 3 9.81 +0.85 .32 43.85 28.58 AssocCapital AC .6 24 36.32 +0.322.00 18.00 9.54 Bally's BALY ... dd 17.84 +0.37 ...
12.61 9.37 AccelEnt ACEL ... 24 11.85 +0.83 ... 16.92 11.10 BancCalifornia BANC 2.5 dd 16.31 +1.01 .10 11.69 6.18 BridgeInvt BRDG 3.9 dd 10.20 –0.30 .10
32.57 15.60 AngloGoldAsh AU .7 cc 27.66 +0.37 .22 209.73 159.32 Assurant AIZ 1.4 15 209.39 +17.63 .72 141.90 80.29 BrightHorizons BFAM ... 58 116.14 –17.40 ...
387.51 278.69 Accenture ACN 1.7 31 355.53 +9.86 1.48 67.49 56.43 AB InBev BUD ... 20 57.28 –2.02 ... 96.60 64.59 AssuredGuaranty AGO 1.4 7 87.53 +4.97 .31 16.12 4.12 BancoBBVA BBAR .0 8 15.37 +1.59.4713
3.23 1.05 BrightScholar BEDU ... dd 1.88 –0.06 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

331.90 169.19 AcuityBrands AYI .2 25 330.19 +23.80 .15 21.11 16.76 AnnalyCap NLY 13.1 dd 19.83 +0.87 .65 194.98 80.11 Atkore ATKR 1.3 7 95.31 +8.89 .32 12.20 8.40 BBVA BBVA 6.1 5 9.77 –0.32.3244
76.38 53.68 Acushnet GOLF 1.2 25 72.53 +10.53 .215 3.21 1.95 BancoBradesco BBDO 9.5 8 2.10 –0.07.003 30.35 15.79 BrightSphere BSIG .1 18 29.25 +1.82 .01
22.49 4.53 AnnovisBio ANVS ... dd 8.16 –0.93 ... 43.28 29.24 AtlUnionBkshs AUB 3.3 17 41.66 +4.05 .34 8.01 5.07 BrightSpire BRSP10.1 dd 6.32 +0.50 .16
12.51 8.72 Adecoagro AGRO 2.9 6 11.49 +0.18 .174 15.87 11.58 AnteroMidstream AM 5.9 19 15.36 +0.98 .225 24.93 15.55 AtlasEnergy AESI 4.7 27 20.64 +1.48 .24 25.97 20.29 BancodeChile BCH 5.3 8 23.29 +0.191.6924
37.19 19.30 Adient ADNT ... 27 20.32 +0.50 ... 34.56 22.93 Bladex BLX 5.9 6 33.72 +1.51 .50 18.69 6.86 BrightView BV ... cc 18.57 +1.90 ...
36.28 20.10 AnteroResources AR ... cc 29.23 +3.69 ... 145.27 110.40 AtmosEnergy ATO 2.4 21 144.19 +5.79 .87 115.91 73.10 Brink's BCO 1.0 38 99.57 –3.87.2425
92.93 43.78 AdtalemGlbEduc ATGE ... 21 91.23 +11.53 ... 8.40 3.01 AnywhereRealEst HOUS ... dd 4.18 +0.40 ... 44.66 19.04 AtmusFiltration ATMU .5 21 44.27 +5.27 .05 83.69 18.91 BancoMacro BMA .0 4 79.23 +3.581.7446
88.56 35.59 AdvanceAuto AAP 2.6 cc 37.90 +1.65 .25 6.66 4.56 BancSanBrasil BSBR 4.9 ... 4.69 +0.11.0714 119.42 33.24 BrinkerIntl EAT ... 28 114.88 +9.96 ...
389.21 268.06 Aon AON .7 32 383.78 +19.36 .675 3.19 1.01 ATRenew RERE ... dd 2.55 +0.15 ... 56.80 39.35 BristolMyers BMY 4.4 dd 54.14 –0.18 .60
184.27 110.61 AdvDrainageSys WMS .5 22 136.16 –13.48 .16 9.49 6.20 ApartmtInv AIV ... dd 8.54 +0.21 ... 10.85 6.17 Auna AUNA ... dd 6.96 +0.13 ... 21.43 17.58 BcoSantChile BSAC 2.9 10 19.51 +0.05.7557
32.04 20.86 AdvanSix ASIX 2.1 22 31.02 +2.07 .16 5.27 3.79 BancoSantander SAN 3.2 6 4.74 –0.21.1116 0.12 0.02 BristolMyersRt CELG.RT49.7 ... .04 ....0199
39.98 27.09 APi Group APG ... dd 37.10 +1.76 ... 34.70 21.89 Autohome ATHM 6.0 14 27.90 –0.03 1.15
6.96 4.94 Aegon AEG 4.5 dd 6.54 +0.22.1723 37.85 26.63 BanColombia CIB 10.6 10 32.22 +0.56.8456 41.50 24.33 Bristow VTOL ... 20 37.86 +5.26 ...
12.74 8.52 ApolloComRlEst ARI 10.8 dd 9.25 +0.47 .25 129.38 89.51 Autoliv ALV 2.8 13 98.84 +3.67 .68
99.68 65.34 AerCap AER 1.0 8 97.52 +3.21 .25 45.55 27.34 BankofAmerica BAC 2.3 16 45.13 +3.37 .26 39.54 28.25 BritishAmTob BTI 8.3 dd 35.39 +0.32.7431
166.72 83.93 ApolloGlblMgmt APO 1.1 17 162.00 +21.00.4625 197.18 129.32 AutoNation AN ... 9 164.39 +8.14 ...
7.25 2.20 AevaTech AEVA ... dd 4.32 +0.38 ... 40.55 25.70 BankofButterfield NTB 4.7 8 37.69 +0.94 .44 28.90 20.69 BrixmorProp BRX 4.0 27 28.74 +1.64.2875
17.90 13.60 AppleHospREIT APLE 6.0 19 15.93 +1.25 .08 3256.37 2510.00 AutoZone AZO ... 21 3110.12 +128.93 ...
199.52 129.77 AffiliatedMgrs AMG .0 12 184.95 –8.86 .01 81.39 51.18 BankofHawaii BOH 3.6 23 77.69 +5.32 .70 226.16 175.21 BroadridgeFinl BR 1.6 39 225.21 +15.00 .88
269.42 155.47 AppliedIndlTechs AIT .6 27 268.23 +36.73 .37 236.26 164.76 Avalonbay AVB 2.9 32 233.75 +17.47 1.70
155.35 104.09 AgilentTechs A .7 28 136.68 –0.19 .236 100.12 76.83 BankMontreal BMO 4.9 15 92.91 +2.151.1189 19.15 14.21 Broadstone BNL 6.6 23 17.64 +0.18 .29
177.84 122.29 Aptargroup ATR 1.0 35 175.76 +6.35 .45 37.70 29.33 Avangrid AGR 4.9 12 35.90 +0.31 .44
13.76 1.80 agilon health AGL ... dd 1.84 –0.86 ... 80.29 45.13 BankNY Mellon BK 2.4 17 77.06 +1.75 .47 8.12 4.04 BrookdaleSrLiving BKD ... dd 5.50 –0.75 ...
89.00 44.37 AgnicoEagleMines AEM 1.9 42 83.84 –1.96 .40 55.12 41.80 BankNovaScotia BNS 5.8 13 53.93 +2.03.7861 57.48 30.68 BrookfieldAsset BAM 2.7 51 56.39 +3.20 .38
77.47 54.28 AgreeRealty ADC 4.0 42 75.81 +1.88 .253 40.44 22.16 BankUnited BKU 3.0 16 38.97 +3.57 .29 27.55 15.23 BrookfieldBus BBUC .9 5 27.52 +3.57.0625
+2.33 .22 57.78 31.44 Brookfield BN .6 99 57.09 +3.95 .08

Five-Day Dow Composite

52.31 36.37 AirLease AL 1.8 10 47.09 13.50 6.58 Barclays BCS 3.1 9 13.09 +0.56.1528
332.43 212.24 AirProducts APD 2.3 18 312.99 +3.78 1.77 10.27 8.55 BaringsBDC BBDC10.7 9 9.70 +0.11 .26 44.26 28.47 BrookfieldInfr BIPC 3.8 dd 42.80 +1.73.405
231.40 163.74 AlamoGroup ALG .5 20 195.58 +8.10 .26 226.00 6.05 Barnes&NobleEduc BNED ... dd 12.63 +3.57 ... 36.50 24.84 BrookfieldInfr BIP 4.7 dd 34.29 +0.18.405
21.45 11.24 AlamosGold AGI .5 32 19.38 –0.73 .025 47.40 23.25 BarnesGroup B 1.4 dd 46.70 –0.05 .16 35.14 21.35 BrookfieldRenew BEPC 4.5 12 31.32 +1.34 .355
–0.65 .10 57.78 31.45 BrookWealth BNT .0 ... 57.33 +4.05 .08
52.15 32.00 AlaskaAir ALK ... 20 51.00 +1.77 ... Election Rally: The Dow gained 4.6% last week—its best of the year—fol- 21.35 13.76 BarrickGold GOLD 2.2 20 18.40
114.08 69.13 Brown&Brown BRO .5 31 112.43 +8.26 .15
99.41 67.39 AlbanyIntl AIN 1.3 26 81.96 +12.43 .26 52.99 26.21 Bath&BodyWks BBWI 2.7 7 30.00 +1.08 .20
153.54 71.97 Albemarle ALB 1.6 dd 100.84 +2.60.405 lowing Donald Trump’s election victory. Goldman Sachs gained 13% on 11.55 9.60 BatteryFutureA BFAC ... 28 11.13 –0.02 ... 62.31 39.87 Brown-Forman A BF.A 2.2 19 39.89 –3.00.2178
23.47 17.80 Albertsons ACI 2.5 11 19.26 +0.60 .12 21.69 13.16 Bausch+Lomb BLCO ... dd 20.00 –0.51 ... 60.97 40.67 Brown-Forman B BF.B 2.1 20 40.77 –2.82.2178
46.55 23.80 Alcoa AA .9 dd 44.78 +4.21 .10
hopes for less financial regulation, while Johnson & Johnson dropped 2.9%. 11.46 3.96 BauschHealth BHC ... dd 9.34 –0.44 ... 99.68 69.05 Brunswick BC 2.0 21 83.85 +2.96 .42
101.10 69.53 Alcon ALC ... 42 92.61 +0.82 ... 44.01 32.48 BaxterIntl BAX 3.3 dd 34.64 –1.23 .29 48.15 32.16 Buckle BKE 3.1 11 45.28 +3.10 .35
20.30 15.53 Alexander&Baldwin ALEX 4.5 32 19.72 +0.97.2225 Monday Tuesday Wednesday Thursday Friday 4.10 2.78 BaytexEnergy BTE 2.2 dd 2.97 +0.05.0161 18.84 8.41 Buenaventura BVN ... 9 12.18 –0.46 ...
251.63 182.59 Alexander's ALX 7.8 25 230.19 +3.954.50 13.45 5.14 Beachbody BODI ... dd 6.56 +0.56 ... 40.13 21.24 Build-A-Bear BBW 2.2 10 36.80 –1.27 .20
135.45 93.17 AlexandriaRlEst ARE 4.6 70 114.04 +3.18 1.30
44,140 35.20 25.48 BeazerHomes BZH ... 7 33.48 +2.71 ... 214.70 121.19 BuildersFirst BLDR ... 17 178.35 +6.33 ...
117.82 66.63 Alibaba BABA 1.0 25 94.19 –3.39 .66 249.89 218.75 BectonDicknsn BDX 1.8 39 231.64 –3.60 1.04 114.92 82.18 BungeGlobal BG 3.1 11 87.12 +4.50 .68
10.38 6.15 Alight ALIT ... dd 7.34 +0.54 ... 131.82 63.28 Belden BDC .2 29 126.62 +11.38 .05 16.77 12.07 BurfordCapital BUR 1.8 12 13.82 +0.32.0625
156.10 101.44 Allegion ALLE 1.3 22 143.78 +3.95 .48 43,480 71.15 44.37 BellRing BRBR ... 42 70.69 +4.00 ... 282.49 125.38 BurlingtonStrs BURL ... 40 263.29 +20.59 ...
65.86 53.14 Allete ALE 4.3 21 65.17 +1.12 .705 52.50 23.75 BenchmarkElec BHE 1.3 30 51.83 +5.91 .17 2.75 0.67 ButterflyNtwk BFLY ... dd 2.62 +0.59 ...
38.96 25.83 AllianceBernstein AB 8.1 11 36.71 –0.72 .77 61.96 44.93 Berkley WRB .5 16 60.55 +3.05 .25 31.81 19.25 BylineBancorp BY 1.2 11 30.87 +4.12 .09
119.82 52.03 AllisonTransm ALSN .8 14 118.96 +11.69 .25 42,820 741971 527926 BerkHathwy A BRK.A ... 9 695878 +17878 ... C
198.79 128.33 Allstate ALL 1.9 13 196.90 +12.75 .92 484.82 348.60 BerkHathwy B BRK.B ... 9 463.41 +11.27 ...
4.64 0.55 AllurionTech ALUR ... dd .74 +0.03 ... 31.58 20.02 BerkshireHills BHLB 2.4 32 30.01 +2.69 .18 588.26 314.06 CACI Intl CACI ... 28 568.29 +15.01 ...
45.46 25.16 AllyFinancial ALLY 3.2 15 37.56 +2.99 .30 (Previous Friday Close) 68.07 49.63 BerryGlobal BERY 1.8 14 67.29 +2.50 .31 147.61 29.66 CAVA CAVA ... cc 147.20 +15.67 ...
7.30 3.95 AlmacenesExito EXTO 1.1 97 4.10 +0.01.0113 42,160 103.71 62.30 BestBuy BBY 4.2 15 89.20 –1.70 .94 86.36 56.00 CBIZ CBZ ... 33 77.81 +8.11 ...
452.00 185.00 AlphaMetal AMR .8 9 236.67 +34.07 .50 21.28 11.73 BetterwaredeMexico BWMX 9.8 9 12.53 –0.09.3775 28.50 20.96 CBL&Assoc CBL 5.8 30 27.60 +1.33 .40
19.42 14.33 AlpineIncmProp PINE 6.1 74 17.98 +0.32 .28 +427.28 +1508.05 -0.59 +259.65 37.10 6.06 Beyond BYON ... dd 6.41 +0.06 ... 137.09 71.96 CBRE Group CBRE ... 44 136.08 +5.90 ...
-257.59
13.67 5.40 AltaEquipment ALTG 2.9 dd 7.91 +1.31 .057 41,500 4.80 1.17 BigBear.ai BBAI ... dd 1.76 +0.18 ... 90.86 69.13 CF Industries CF 2.4 13 83.71 –0.35 .50
3.66 1.52 AlticeUSA ATUS ... dd 2.58 –0.06 ... 1077.20 700.00 BiglariA BH.A ... cc 880.00 +32.28 ... 118.89 96.92 CGI A GIB .4 21 111.15 –0.30.1083
10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
24.00 3.61 AltoNeurosci ANRO ... dd 4.29 +0.31 ... 219.00 137.01 BiglariB BH ... dd 180.60 +7.60 ... 8.04 3.34 CI&T CINT ... 37 6.90 +0.25 ...
55.05 39.25 Altria MO 7.5 9 54.05 +0.18 1.02 62.21 26.80 Biohaven BHVN ... dd 53.47 +2.59 ... 21.26 12.67 CMB.TECH CMBT 8.4 2 12.86 –0.924.489
 November 11, 2024 BARRON’S 37

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
72.40 54.97 CMS Energy CMS 3.1 19 67.25 –1.05 .515 9.61 4.55 Clarivate CLVT .0 dd 4.57 –2.04 .00 1.84 0.28 DanimerScientific DNMR ... dd .29 –0.04 ... 11.62 8.31 EmpireStateRealty ESRT 1.3 40 10.87 +0.38 .035 34.47 5.10 FlagstarFinl FLG .4 dd 11.04 +0.65 .01
52.36 38.32 CNA Fin CNA 3.6 10 49.32 +1.81 .44 15.25 6.08 ClarosMtg CMTG11.3 dd 7.51 +1.18 .10 30.85 13.62 DaqoNewEnergy DQ ... dd 21.70 –1.77 ... 54.27 37.33 EmployersHldgs EIG 2.2 10 53.34 +5.53 .30 31.84 22.80 FlexLNG FLNG12.6 11 23.82 –0.42 .75
13.30 9.28 CNH Indl CNH 4.4 8 10.66 –0.60 .47 267.11 155.95 CleanHarbors CLH ... 34 260.26 +27.26 ... 176.84 135.87 Darden DRI 3.2 19 168.44 +8.79 1.40 34.18 10.06 EmpresaDisCom EDN ... dd 32.00 +0.88 ... 135.67 77.16 Floor&Decor FND ... 56 100.49 –3.27 ...
39.81 24.24 CNO Financial CNO 1.6 16 38.82 +2.90 .16 2.06 1.26 ClearChannelOutdr CCO ... dd 1.58 +0.13 ... 51.36 32.67 DarlingIngred DAR ... 25 40.68 +1.28 ... 42.61 32.76 Enbridge ENB 6.4 20 42.33 +1.91.6578 7.24 2.64 FlotekIndustries FTK ... 26 6.97 +1.90 ...
38.81 19.07 CNX Resources CNX ... 12 38.16 +4.22 ... 38.88 16.05 ClearSecure YOU 1.8 32 27.77 –9.07 .125 168.50 82.79 DaVita DVA ... 16 149.66 +8.07 ... 104.53 62.58 EncompassHealth EHC .7 25 103.20 +4.29 .17 26.12 19.64 FlowersFoods FLO 4.5 35 21.44 –0.76 .24
129.97 75.43 CONSOL Energy CEIX .4 9 128.02 +18.71 .25 35.71 15.62 ClearwaterAnalytic CWAN ... cc 31.90 +5.61 ... 81.20 47.08 Dayforce DAY ... cc 81.14 +5.91 ... 81.06 23.28 Endava DAVA ... 72 26.37 +2.66 ... 60.21 37.00 Flowserve FLS 1.4 30 59.88 +6.34 .21
34.22 22.20 COPTDefenseProp CDP 3.7 26 32.14 +0.19 .295 57.13 24.51 ClearwaterPaper CLW ... 31 27.12 +1.24 ... 184.48 100.72 DeckersOutdoor DECK ... 31 175.61 +17.49 ... 29.67 22.64 Endeavor EDR .8 dd 28.95 –0.54 .06 60.10 34.27 Fluor FLR ... 22 50.93 –1.96 ...
102.45 58.54 CRH CRH 1.4 17 100.67 +4.87 .35 28.71 19.33 ClearwayEnergyA CWEN.A 6.3 25 26.10 +0.20.424 420.47 340.20 Deere DE 1.5 13 394.06 –6.36 1.47 5.67 1.42 EndeavourSilver EXK ... dd 4.65 –0.22 ... 252.84 148.00 FlutterEnt FLUT ... ... 248.04 +16.88 ...
8.80 4.71 CS Disco LAW ... dd 5.93 –0.07 ... 30.92 20.63 ClearwayEnergyC CWEN 6.0 27 27.79 +0.18.424 53.80 37.02 DelekLogistics DKL 11.5 14 38.35 –0.62 1.10 3.53 2.51 EnelChile ENIC 7.4 5 2.81 +0.08.2093 143.43 93.32 FomentoEconMex FMX 2.7 26 96.87 +0.13.4218
21.15 16.14 CTO Realty CTO 7.4 55 20.54 +1.14 .38 22.97 10.21 Cleveland-Cliffs CLF ... dd 12.87 –0.40 ... 33.60 15.36 DelekUS DK 5.7 dd 18.04 +2.64 .255 7.43 4.01 Enerflex EFXT ... dd 7.25 +0.57 ... 35.60 19.44 FootLocker FL ... dd 24.70 +0.74 ...
59.68 37.62 CTS CTS .3 30 57.97 +6.80 .04 7.12 3.38 ClipperRealty CLPR 6.2 dd 6.13 +0.23 .095 179.70 67.51 DellTechC DELL ... 25 134.23 +3.36 ... 36.73 26.92 Energizer ENR 3.6 cc 33.55 +1.17 .30 14.85 9.49 FordMotor F 5.5 13 10.97 +0.75 .15
38.30 18.85 C3.ai AI ... dd 27.56 +2.53 ... 169.09 127.60 Clorox CLX 3.0 58 165.16 +2.05 1.22 62.66 33.44 DeltaAir DAL 1.0 8 61.05 +2.66 .15 17.71 13.11 EnergyTransfer ET 7.5 13 17.30 +0.87.3225 40.92 27.49 Forestar FOR ... 8 31.18 –0.05 ...
38.07 15.60 CVR Energy CVI 10.8 27 18.46 +2.49 .50 116.00 61.34 Cloudflare NET ... dd 91.25 +3.70 ... 24.87 17.49 Deluxe DLX 5.1 19 23.32 +4.45 .30 2.84 0.78 EnergyVault NRGV ... dd 2.11 +0.07 ... 4.02 1.00 ForgeGlobal FRGE ... dd 1.01 –0.12 ...
88.94 60.50 CVR Partners UAN 9.7 14 69.04 +3.13 1.19 2.84 0.86 CN Finance CNF ... 4 1.27 +0.22 ... 12.84 4.36 DesignerBrands DBI 4.0 dd 4.99 –0.09 .05 51.79 27.06 EnerpacTool EPAC .1 33 50.90 +6.64 .04 46.06 36.86 Fortis FTS 3.9 19 44.18 +1.39 .457
83.25 52.77 CVS Health CVS 4.8 14 55.54 –0.27 .665 73.53 56.06 Coca-Cola KO 3.0 27 63.92 –1.09 .485 11.80 3.62 DesktopMetal DM ... dd 4.59 –0.33 ... 112.53 83.97 EnerSys ENS 1.0 14 97.44 +0.04 .24 87.10 64.99 Fortive FTV .4 30 75.20 +3.86 .08
574.76 311.28 CableOne CABO 2.9 12 402.57 +42.59 2.95 104.38 78.35 Coca-Cola Femsa KOF 2.7 14 82.39 +1.06 .781 15.82 6.75 Despegar.com DESP ... cc 15.00 +0.44 ... 10.45 7.52 Enfusion ENFN ... cc 9.38 +0.33 ... 6.36 2.63 FortunaMining FSM ... 66 4.78 –0.12 ...
117.46 70.63 Cabot CBT 1.5 17 114.99 +5.97 .43 7.72 2.00 CoeurMining CDE ... dd 6.59 +0.44 ... 105.00 8.25 DestinyTech100 DXYZ ... cc 36.20 +25.02 ... 11.74 6.85 Enhabit EHAB ... dd 7.89 +0.64 ... 90.54 59.72 FortuneBrands FBIN 1.2 22 79.05 –4.74 .24
69.77 37.58 Cactus WHD .8 24 67.22 +6.64 .13 110.67 51.61 Cohen&Steers CNS 2.3 39 103.88 +5.84 .59 17.95 11.13 DeutscheBank DB 1.9 8 16.65 –0.40.486 25.75 18.88 Ennis EBF 4.5 14 22.09 +1.85 2.50 24.00 12.83 ForumEnergyTech FET ... dd 15.89 +1.93 ...
28.75 16.29 Cadeler CDLR ... 98 25.02 –1.61 ... 111.66 32.55 Coherent COHR ... dd 110.02 +17.74 ... 55.09 37.77 DevonEnergy DVN 3.2 7 38.87 +0.55 .22 102.11 38.89 EnovaIntl ENVA ... 16 100.61 +13.04 ... 30.93 21.60 FourCornersProp FCPT 4.9 26 28.05 +0.68 .345
38.77 21.47 CadenceBank CADE 2.6 11 37.90 +4.84 .25 109.30 74.67 ColgatePalm CL 2.2 27 92.57 –0.76 .50 154.71 118.35 Diageo DEO 3.4 17 120.43 –3.782.5192 65.03 38.27 Enovis ENOV ... dd 46.42 +3.99 ... 22.70 7.41 FourSeasonsEduc FEDU19.2 36 11.88 +0.288.40
40.28 29.19 Cadre CDRE 1.0 42 34.93 –0.27.0875 10.48 9.16 ColombierAcqnIIA CLBR ... 59 10.32 +0.06 ... 9.99 7.74 Diamondrock DRH 1.3 33 9.26 +0.66 .03 176.13 119.54 Enpro NPO .7 81 163.56 +16.24 .30 137.60 102.29 Franco-Nevada FNV 1.2 dd 122.44 –9.27 .36
23.24 15.95 CAE CAE ... dd 18.87 +0.92 ... 70.38 40.41 Comerica CMA 4.1 17 69.10 +6.21 .71 3.57 2.14 DianaShipping DSX 13.5 21 2.22 +0.01 .075 156.85 94.85 Entergy ETR 3.2 18 148.98 +4.19 .60 14.66 11.99 FrankBSPRealty FBRT10.7 16 13.25 +0.27 .355
44.51 25.62 Caleres CAL .9 6 29.79 +0.38 .07 462.06 184.85 ComfortSystems FIX .3 35 462.06 +69.75 .35 239.30 110.08 Dick's DKS 2.2 15 202.94 +9.24 1.10 30.46 25.90 EnterpriseProd EPD 6.9 11 30.42 +1.60 .525 44.96 33.75 FranklinCovey FC ... 22 38.98 –0.71 ...
60.41 43.09 CaliforniaRscs CRC 2.7 9 56.93 +5.00.3875 62.94 43.52 CommercialMetals CMC 1.2 15 62.24 +7.81 .18 51.81 19.91 DieboldNixdorf DBD ... 1 41.05 –5.49 ... 4.41 1.33 Entravision EVC 8.1 dd 2.47 +0.19 .05 30.32 18.95 FranklinRscs BEN 5.9 24 21.04 +0.20 .31
56.25 43.50 CalWtrSvc CWT 2.1 15 52.11 +1.97 .28 71.49 40.74 CommunityFinSys CBU 2.7 22 69.17 +7.92 .46 193.88 126.22 DigitalRealty DLR 2.7 cc 181.98 +5.98 1.22 73.04 33.12 Envestnet ENV ... dd 62.96 +0.14 ... 55.24 32.83 FreeportMcM FCX 1.3 34 46.36 +0.77 .075
45.15 26.76 Calix CALX ... dd 33.54 –1.96 ... 6.29 2.28 CommunityHlthSys CYH ... dd 4.49 +0.29 ... 20.99 11.07 DigitalBridge DBRG .3 16 12.37 –1.04 .01 12.79 5.64 Enviri NVRI ... dd 7.10 –0.17 ... 22.76 16.86 FreseniusMedCare FMS 2.1 22 21.30 +1.54.6342
127.69 85.30 CamdenProperty CPT 3.4 39 121.74 +8.01 1.03 29.16 15.06 CommunityHlthcr CHCT 9.8 dd 18.79 +0.38 .465 44.80 24.07 DigitalOcean DOCN ... 45 38.50 –2.33 ... 25.64 15.15 Envista NVST ... dd 20.39 –0.55 ... 34.56 21.23 FreshDelMonte FDP 2.9 cc 34.26 +2.60 .25
58.72 35.43 Cameco CCJ .2 cc 52.54 +0.04.1149 18.36 12.27 SABESP SBS 1.4 13 15.60 +0.37.2808 476.48 286.39 Dillard's DDS .2 10 402.68 +32.61 .25 1.50 0.99 EnzoBiochem ENZ .0 dd 1.15 +0.02 .10 29.39 18.34 Frontline FRO 10.1 7 19.00 –0.39 .62
28.72 17.29 CampingWorld CWH 2.1 dd 23.76 +3.55 .125 2.83 1.99 EngGr-Cmg C CIG.C10.3 6 2.46 ....0275 52.05 28.25 DineBrands DIN 5.9 6 34.45 +3.79 .51 309.63 180.31 Equifax EFX .6 60 270.93 +6.54 .39 19.76 18.25 FrontViewREIT FVR ... ... 18.90 +0.13 ...
14.75 9.32 CanadaGoose GOOS ... 22 9.72 –0.02 ... 2.19 1.62 EngGr-Cmg CIG 13.1 5 1.94 +0.04.0275 4.60 1.07 Dingdong DDL ... 33 4.19 +0.47 ... 33.63 22.15 Equinor EQNR 4.9 7 22.78 –0.50 .35 3.82 1.10 fuboTV FUBO ... dd 1.42 –0.10 ...
64.79 37.29 CIBC CM 3.9 13 64.33 +1.38.6577 8.91 6.44 COPEL ELP 1.9 ... 6.53 +0.07.0705 188.26 82.15 DiscoverFinSvcs DFS 1.6 14 175.15 +23.85 .70 50.51 25.88 Equitable EQH 2.0 dd 47.36 +2.23 .24 10.29 5.70 FullTruck YMM 1.4 25 8.75 –0.19.1264
134.02 107.54 CanNtlRlwy CNI 2.2 18 110.80 +2.59.6108 8.25 5.67 COPEL ELPC 2.0 7 5.83 +0.16.0641 123.74 83.91 Disney DIS .8 38 99.02 +3.21 .45 47.27 24.92 EquityBcshs EQBK 1.1 42 46.27 +3.88 .15 87.67 70.67 FullerHB FUL 1.1 24 77.79 +4.83.2225
41.29 29.46 CanadianNatRscs CNQ 4.5 13 34.17 +0.29.4143 4.03 1.89 CiaSiderurgica SID ... dd 2.07 +0.07 ... 18.69 10.54 DiversifiedEnergy DEC 13.8 4 12.67 +0.71 .29 21.00 17.93 EquityCommnwlth EQC ... 52 20.12 +0.27 ... 8.36 4.15 FutureFuel FF 3.9 7 6.09 +0.11 .06
91.58 69.08 CdnPacKC CP .8 28 77.59 +0.53.1375 13.74 10.00 CerveceriasUnid CCU 2.2 15 11.13 +0.29.1023 90.06 66.35 DolbyLab DLB 1.6 34 75.15 +1.50 .30 76.60 59.82 EquityLife ELS 2.7 38 71.43 +2.11.4775
3.99 0.92 Cango CANG ... 7 3.40 +0.55 ... G
25.07 18.19 CompassDiversif CODI 4.4 dd 22.70 +1.68 .25 17.12 10.71 Dole DOLE 1.9 7 16.71 +0.61 .08 78.83 53.48 EquityResdntl EQR 3.7 31 73.53 +4.41 .675
22.99 16.94 Cannae CNNE 2.3 dd 21.01 +1.51 .12 7.01 1.88 Compass COMP ... dd 6.70 +0.29 ... 168.07 76.76 DollarGeneral DG 3.1 12 76.95 –4.81 .59 1.95 1.19 EquusTotReturn EQS ... 2 1.31 –0.04 ... 156.03 105.98 GATX GATX 1.5 20 152.92 +14.72 .58
198.30 102.63 CapitalOne COF 1.3 17 185.21 +21.31 .60 27.25 7.51 CompassMinerals CMP 4.6 dd 13.04 +0.99 .15 61.97 43.53 DominionEner D 4.6 21 57.79 –1.20.6675 15.26 7.13 ErmenegildoZegna ZGN 1.7 18 7.47 –0.13.1289 56.00 2.26 GCT Semiconductor GCTS ... dd 2.85 +0.32 ...
51.23 18.75 Capri CPRI ... dd 20.52 +0.42 ... 13.41 7.07 ComstockRscs CRK 3.8 dd 13.20 +2.05 .125 542.75 367.24 Domino's DPZ 1.3 28 459.73 +33.90 1.51 24.34 11.35 EroCopper ERO ... 97 17.34 –1.12 ... 194.80 90.27 GE Aerospace GE .6 33 184.81 +13.11 .08
121.79 93.17 CardinalHealth CAH 1.6 23 120.56 +4.43.5056 33.24 26.62 ConagraBrands CAG 4.9 28 28.44 –0.53 .35 78.05 58.75 Donaldson DCI 1.4 23 77.55 +3.71 .27 65.33 47.56 EssentGroup ESNT 2.0 8 55.27 +1.50 .28 25.88 9.09 GEO Group GEO ... cc 25.36 +10.91 ...
33.15 20.10 CareTrustREIT CTRE 3.7 43 30.94 –1.43 .29 24.81 18.89 Concentra CON 1.3 ... 19.63 –0.45.0625 71.01 52.89 DonnelleyFin DFIN ... 19 61.23 +4.77 ... 34.51 22.32 EssentialProp EPRT 3.5 29 33.09 +1.45 .29 342.79 115.00 GE Vernova GEV ... cc 341.18 +40.09 ...
481.26 260.80 Carlisle CSL .9 12 450.85 +28.59 1.00 26.70 3.82 ConcordMed CCM ... dd 5.48 –2.41 ... 51.66 26.44 DorianLPG LPG .0 5 26.86 –2.45 1.00 41.78 33.28 EssentialUtil WTRG 3.3 20 39.67 +1.43.3255 46.48 26.87 GFLEnvironmental GFL .1 dd 45.12 +3.54 .014
88.22 61.73 CarMax KMX ... 29 75.54 +3.24 ... 117.27 61.05 Conmed CNMD 1.1 17 73.43 +3.03 .20 43.00 16.11 DoubleVerify DV ... 51 19.33 +2.16 ... 317.73 204.64 EssexProp ESS 3.2 36 304.66 +27.69 2.45
24.41 12.23 Carnival CCL ... 21 24.07 +2.17 ... 101.04 62.43 GMS GMS ... 16 99.98 +9.04 ...
135.18 101.30 ConocoPhillips COP 2.8 13 111.59 +3.75 .78 31.39 21.31 DouglasDynamics PLOW 4.6 11 25.41 +2.45 .295 159.75 62.88 EsteeLauder EL 2.2 cc 63.90 –2.68 .35 45.93 33.89 GSK GSK 4.2 24 36.29 –0.59.3928
22.09 10.98 Carnival CUK ... 19 21.76 +1.85 ...
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107.75 85.85 ConEd ED 3.4 18 98.13 –1.87 .83 3.16 1.00 DouglasElliman DOUG ... dd 1.95 –0.07 ... 35.62 25.33 EthanAllen ETD 5.4 12 29.08 +1.13 .39 63.33 46.07 GXO Logistics GXO ... 67 59.75 +1.17 ...
179.18 58.87 CarpenterTech CRS .5 39 177.16 +21.80 .20 274.87 224.76 ConstBrands A STZ 1.7 75 234.38 +1.61 1.01 19.50 10.76 DouglasEmmett DEI 3.9 dd 19.28 +1.76 .19 7.57 2.33 EveHolding EVEX ... dd 2.98 +0.13 ...
39.97 20.11 CarriageSvcs CSV 1.1 18 39.39 +2.50.1125 301.04 218.63 Gallagher AJG .8 56 294.77 +14.37 .60
23.20 10.49 Constellium CSTM ... 17 11.96 +0.63 ... 204.06 130.07 Dover DOV 1.0 18 201.50 +12.39 .515 9.20 2.51 Eventbrite EB ... dd 3.45 +0.10 ... 64.83 9.95 GameStop GME ... cc 24.88 +2.47 ...
83.32 50.64 CarrierGlobal CARR 1.0 20 76.68 +4.09 .19 37.80 3.50 ContainerStore TCS ... dd 4.36 –0.14 ... 60.69 46.38 Dow DOW 6.0 31 46.49 –2.48 .70 324.06 136.03 EvercoreA EVR 1.0 40 308.82 +39.98 .80
21.24 15.05 Cars.com CARS ... 32 18.50 +2.47 ... 5.93 1.80 Gannett GCI ... dd 5.55 +0.87 ...
9.67 5.15 Volaris VLRS ... 5 7.59 +0.27 ... 60.90 22.64 Doximity DOCS ... 73 58.25 +15.90 ... 12.18 10.82 EverestConsolA MNTN ... dd 11.40 +0.01 ... 8.44 2.30 GaotuTechedu GOTU ... dd 3.00 –0.08 ...
88.03 50.27 Carter's CRI 6.4 8 50.33 –3.69 .80 13.94 9.77 Cool CLCO15.8 5 10.39 +0.40 .41 16.89 12.90 DrReddy'sLab RDY .5 20 15.11 +0.26.4068 417.92 343.76 Everest EG 2.2 6 368.29 +17.322.00
259.39 27.75 Carvana CVNA ... cc 244.35 +15.27 ... 30.75 13.09 Gap GAP 2.8 11 21.67 +0.93 .15
20.82 11.24 Cooper-Standard CPS ... dd 16.18 +1.43 ... 44.38 22.29 DreamFinders DFH ... 11 32.53 +1.78 ... 13.45 6.37 Everi EVRI ... 28 13.35 +0.02 ... 214.62 115.53 Garmin GRMN 1.4 27 212.72 +14.54 .75
61.20 32.38 Catalent CTLT ... dd 59.41 +0.68 ... 114.00 80.01 Copa CPA 6.6 ... 97.79 +0.16 1.61 11.05 5.38 DuckhornPtf NAPA ... 24 11.03 +0.06 ... 69.01 52.09 EversourceEner ES 4.7 dd 61.40 –2.27 .715
418.50 234.62 Caterpillar CAT 1.4 18 393.37 +13.74 1.41 552.33 402.59 Gartner IT ... 40 547.40 +43.71 ...
62.15 31.21 Core&Main CNM ... 21 43.58 +0.33 ... 70.00 46.79 Ducommun DCO ... 34 68.08 +8.85 ... 42.21 28.76 Evertec EVTC .6 28 35.33 +2.65 .05 21.54 11.22 GatesIndustrial GTES ... 26 21.27 +1.75 ...
7.80 4.27 Cato CATO11.0 dd 6.20 –0.13 .17 25.13 13.82 CoreLabs CLB .2 33 20.76 +1.86 .01 121.25 86.61 DukeEnergy DUK 3.7 20 113.23 +0.551.045 63.63 40.05 EverusConstrn ECG ... ... 62.93 +10.44 ...
172.16 84.75 Celanese CE 3.3 9 84.80 –40.01 .70 20.31 4.51 GatosSilver GATO ... 42 16.35 –1.74 ...
34.66 18.83 CorebridgeFin CRBG 3.0 dd 30.82 –0.80 .23 12.75 8.78 Dun&Bradstreet DNB 1.6 dd 12.33 +0.42 .05 35.00 13.31 EvolentHealth EVH ... dd 13.36 –10.10 ... 23.43 13.42 GencoShipping GNK 9.2 11 17.43 +1.48 .40
86.36 24.63 Celestica CLS ... 27 85.85 +15.63 ... 17.11 10.02 CoreCard CCRD ... 34 16.87 +1.28 ... 90.06 61.14 DuPont DD 1.8 44 84.17 +1.67 .38 26.84 13.38 ExcelerateEner EE .5 27 26.59 +2.31 .06
6.65 4.65 CementosPacasm CPAC 8.0 11 6.19 –0.34.5421 190.42 101.16 Generac GNRC ... 39 189.35 +20.44 ...
24.99 10.74 CoreCivic CXW ... 33 22.52 +9.21 ... 50.24 25.46 DutchBros BROS ... cc 47.18 +13.78 ... 131.59 111.20 ExpeditorsIntl EXPD 1.2 23 120.06 +1.00 .73 313.11 240.74 GeneralDynamics GD 1.8 24 309.47 +16.48 1.42
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

9.27 5.00 Cemex CX .7 19 5.89 +0.71 .349 51.03 26.94 Corning GLW 2.3 cc 48.72 +0.36 .28 207.20 80.99 DycomInds DY ... 24 189.63 +14.43 ... 24.50 12.66 Expro XPRO ... cc 14.24 +1.47 ...
251.00 191.11 Cencora COR .9 33 248.41 +14.14 .55 75.90 61.48 GeneralMills GIS 3.7 16 65.52 –2.72 .60
41.44 23.92 Vesta VTMX 2.4 6 25.94 +0.67.1843 4.24 2.27 DynagasLNG DLNG ... 4 3.99 +0.18 ... 184.87 116.23 ExtraSpaceSt EXR 3.9 44 167.70 +6.57 1.62 56.08 26.30 GeneralMotors GM .9 6 55.58 +4.62 .12
21.90 14.69 CenovusEnergy CVE 2.0 11 16.11 +0.44.1294 375.35 228.51 Corpay CPAY ... 26 366.01 +36.20 ... 61.41 39.42 Dynatrace DT ... 97 52.89 –1.18 ... 126.34 95.77 ExxonMobil XOM 3.3 15 121.11 +6.16 .99
81.42 59.77 Centene CNC ... 10 60.15 –3.37 ... 37.89 23.21 Genesco GCO ... dd 29.02 +4.10 ...
19.95 10.57 CorpAmAirports CAAP ... 8 18.90 +0.52 ... 13.13 10.61 DynexCapital DX 14.3 10 12.63 +0.50 .15 15.17 10.01 GenesisEnergy GEL 5.8 dd 11.32 +0.27 .165
31.57 25.41 CenterPointEner CNP 2.8 20 30.39 +1.81 .21 F
63.75 43.22 Corteva CTVA 1.2 59 58.33 –2.53 .17 30.90 14.00 GenieEnergy GNE 1.8 cc 16.52 +1.07 .075
7.82 4.47 CenterraGold CGAU 3.2 14 6.46 –0.06.0502 E
16.45 7.80 Cosan CSAN ... 7 8.14 +0.33 ... 48.71 34.90 F&GAnnuities FG 1.8 dd 46.05 +5.68 .22 8.64 4.73 GeniusSports GENI ... dd 7.78 +0.88 ...
76.16 50.36 Centerspace CSR 4.0 dd 74.46 +7.70 .75
17.58 8.62 Costamare CMRE 3.2 5 14.31 +0.58 .115 221.83 92.16 elfBeauty ELF ... 65 120.20 +17.08 ... 56.70 30.01 FB Financial FBK 1.2 24 55.77 +6.86 .17 47.98 30.23 Genpact G 1.3 13 45.94 +7.60.1525
9.11 6.12 CentraisElBras EBR .9 8 6.22 –0.07.0783
28.90 22.30 CoterraEnergy CTRA 3.4 15 24.58 +1.87 .21 519.10 208.56 EMCOR EME .2 26 514.15 +60.94 .25 7.98 4.30 Figs FIGS ... 46 4.78 –1.47 ... 164.45 112.74 GenuineParts GPC 3.3 16 122.41 +8.80 1.00
31.65 16.45 CentralPacFin CPF 3.4 14 30.40 +3.31 .26
13.30 7.02 Coty COTY ... 42 7.16 –0.32 ... 34.30 28.82 ENI E 4.9 18 29.92 –0.38.3793 68.72 49.49 FMC FMC 3.9 5 59.70 –3.45 .58 7.25 5.47 GenworthFin GNW ... 35 7.07 +0.49 ...
12.31 5.76 CentralPuerto CEPU ... 5 11.57 +0.36 ...
26.91 13.51 Coupang CPNG ... 43 24.17 –1.23 ... 139.67 108.94 EOG Rscs EOG 2.7 11 134.12 +13.28 .91 16.77 10.98 FNB FNB 3.0 15 16.14 +1.64 .12 11.25 7.24 GeoPark GPRK 7.4 4 7.98 +0.21 .147
28.65 14.47 Centuri CTRI ... ... 20.38 +1.38 ...
21.26 6.29 Coursera COUR ... dd 7.44 +0.49 ... 317.50 169.43 EPAM Systems EPAM ... 30 233.45 +44.23 ... 2.85 0.91 FreyrBattery FREY ... dd 2.05 +1.07 ... 4.21 2.92 Gerdau GGB 4.8 9 3.57 +0.49 .022
108.42 67.84 CenturyComm CCS 1.2 9 90.32 +1.72 .26
32.17 17.85 CousinsProperties CUZ 4.0 94 31.65 +1.67 .32 50.26 39.66 EPR Prop EPR 7.6 20 45.29 +0.45 .285 21.14 18.31 FS KKR Cap FSK 12.1 11 21.07 +0.93 .06 5.77 2.88 GettyImages GETY ... 26 3.45 –0.63 ...
24.59 20.10 ChainBridgeBncp CBNA ... ... 23.53 +1.31 ...
58.41 39.49 CovenantLogist CVLG .8 19 57.75 +6.45 .11 42.45 30.02 EQT EQT 1.5 49 41.22 +5.60.1575 243.60 185.93 FTI Consulting FCN ... 23 204.27 +5.58 ... 33.23 25.70 GettyRealty GTY 5.9 27 31.99 +0.60 .47
101.39 53.84 ChampionHomes SKY ... 38 96.84 +5.35 ...
177.24 99.98 Crane CR .5 39 176.00 +18.53 .205 9.95 9.88 EQVVenturesA EQV ... ... 9.92 ... ... 278.38 159.31 Fabrinet FN ... 32 271.08 +28.55 ... 50.58 30.68 Gildan GIL 1.7 20 49.27 –0.39 .205
3.54 1.12 ChargePoint CHPT ... dd 1.13 –0.11 ...
64.80 49.88 CraneNXT CXT 1.1 19 56.68 +2.70 .16 135.97 75.58 ESAB ESAB .2 31 131.22 +7.77 .08 488.64 391.84 FactSet FDS .9 34 477.46 +18.66 1.04 75.20 5.26 GinkgoBioworks DNA ... dd 8.49 +0.74 ...
275.00 166.87 CharlesRiverLabs CRL ... 27 215.39 +34.43 ...
13.68 7.55 CrawfordA CRD.A 2.4 29 11.79 +0.74 .07 147.80 96.69 ESCO Tech ESE .2 37 141.96 +13.97 .08 2351.98 962.47 FairIsaac FICO ... cc 2332.29 +343.38 ... 58.50 30.18 GlacierBancorp GBCI 2.3 35 56.44 +4.76 .33
171.68 101.60 ChartIndustries GTLS ... 47 166.59 +36.59 ...
13.51 7.37 Crawford B CRD.B 2.4 29 11.68 +0.54 .07 21.15 5.20 ESSTech GWH ... dd 8.27 +0.59 ... 13.12 9.70 FarmlandPtrs FPI 2.0 53 12.30 +0.70 .06 143.58 59.22 Glaukos GKOS ... dd 141.75 +9.98 ...
11.32 7.60 ChathamLodging CLDT 3.1 dd 8.98 +1.12 .07
193.25 116.42 Credicorp BAP 5.0 11 185.00 +3.242.9268 5.08 2.93 E2open ETWO ... dd 3.37 +0.36 ... 25.87 5.52 Fastly FSLY ... dd 7.67 +0.47 ... 5.94 4.10 GlobalBlue GB ... 34 5.45 –0.19 ...
6.78 1.80 CheetahMobile CMCM ... dd 4.44 +0.06 ...
13.85 9.88 CrescentEnergy CRGY 3.5 22 13.61 +1.35 .12 315.86 165.12 EagleMaterials EXP .3 22 311.88 +24.39 .25 167.50 122.23 FedAgriMtg A AGM.A 3.5 10 160.67 +14.92 1.40 8.55 4.49 GlblBusTravel GBTG ... dd 8.26 +0.43 ...
11.48 1.48 Chegg CHGG ... dd 1.72 +0.09 ...
20.50 8.88 CrossTimbers CRT 11.0 8 9.86 ....0646 14.53 10.62 EasterlyGovtProp DEA 7.8 77 13.54 +0.17 .265 217.60 155.97 FedAgriMtg C AGM 2.7 13 207.73 +23.37 1.40 37.00 26.50 GlobalIndemnity GBLI 4.1 12 34.30 +0.30 .35
654.62 523.33 Chemed CHE .4 28 558.27 +26.59 .50
120.92 92.48 CrownCastle CCI 5.9 38 105.85 –0.731.565 192.61 155.23 EastGroup EGP 3.2 36 176.00 +4.80 1.40 118.34 90.70 FederalRealty FRT 3.8 33 114.35 +3.92 1.10 46.97 25.01 GlobalIndl GIC 3.5 17 28.48 +1.78 .25
32.70 15.10 Chemours CC 5.1 43 19.79 +1.97 .25
98.46 69.61 Crown Holdings CCK 1.1 cc 93.40 –0.36 .25 114.50 75.97 EastmanChem EMN 3.2 14 101.47 +0.39 .81 102.18 64.37 FederalSignal FSS .5 26 90.35 +8.51 .12 11.59 7.98 GlobalMedREIT GMRE 9.4 dd 8.96 –0.02 .21
206.18 152.31 CheniereEnergy LNG 1.0 13 205.67 +18.12 .50
55.14 35.69 CubeSmart CUBE 4.2 28 48.88 +1.55 .51 6.18 3.33 EastmanKodak KODK ... 10 5.36 +0.64 ... 42.56 31.08 FederatedHermes FHI 3.0 13 41.10 +0.56 .31 10.19 6.52 GlobalNetLease GNL 13.9 dd 7.89 +0.26 .275
62.34 45.51 CheniereEnerPtrs CQP 6.2 13 50.17 +0.21 .035
144.19 91.24 Cullen/Frost CFR 2.7 17 139.17 +13.19 .95 369.29 217.91 Eaton ETN 1.0 39 366.67 +31.67 .94 313.84 234.45 FedEx FDX 1.9 19 286.28 +11.93 1.38 50.85 31.33 GlobalPtrs GLP 6.0 18 48.64 +1.74 .73
4.39 3.19 CherryHillMtg CHMI18.5 dd 3.25 –0.01 .15
6.85 4.25 Culp CULP ... dd 5.29 +0.01 ... 262.61 175.34 Ecolab ECL .9 35 250.04 +5.47 .57 225.63 156.40 FergusonEnts FERG 1.5 24 207.46 +9.48 .79 141.78 91.60 GlobalPayments GPN .9 21 110.88 +6.44 .25
128.14 85.15 ChesapeakeUtil CPK 2.1 27 124.63 +7.13 .64
370.21 214.58 Cummins CMI 2.0 24 356.46 +27.95 1.82 13.14 7.33 Ecopetrol EC 41.4 4 7.36 –0.24.1479 498.23 330.16 Ferrari RACE ... 53 454.46 –22.30 ... 30.32 16.99 GlobalShipLease GSL 6.1 3 24.58 +0.52 .45
167.11 135.37 Chevron CVX 4.2 17 156.93 +3.86 1.63
25.15 18.80 CurblineProp CURB ... 83 24.34 +1.84 ... 11.35 6.02 Ecovyst ECVT ... 18 8.03 +0.41 ... 20.53 11.55 FidelisInsurance FIHL 2.2 5 18.57 +1.55 .10 251.50 151.68 Globant GLOB ... 60 231.36 +21.24 ...
39.10 14.69 Chewy CHWY ... 37 30.67 +3.55 ...
387.05 204.50 Curtiss-Wright CW .2 36 385.84 +37.02 .21 41.50 33.27 EdgewellPersonal EPC 1.7 18 36.16 +1.09 .15 62.97 43.11 FidNatlFinl FNF 3.3 22 60.23 +1.43 .50 132.00 38.95 GlobeLife GL .9 9 109.20 +5.18 .24
16.89 11.29 ChimeraInvt CIM 9.7 5 15.28 +0.29 .37
16.11 7.28 Cushman&Wkfd CWK ... 39 14.92 +1.89 ... 88.77 62.21 EdisonIntl EIX 3.8 24 83.10 +1.97 .78 91.98 51.57 FidNatlInfo FIS 1.6 65 88.07 –1.03 .36 84.87 43.39 GlobusMedical GMED ... cc 80.88 +6.00 ...
4.00 1.60 ChinaGreenAg CGA ... dd 1.86 –0.10 ...
7.00 3.03 CustomTruck CTOS ... dd 5.02 +0.99 ... 96.12 58.93 EdwardsLife EW ... 10 66.23 –1.31 ... 17.30 4.10 FinanceofAm FOA ... 3 15.91 +3.70 ... 178.28 86.11 GoDaddy GDDY ... 14 177.84 +14.48 ...
13.05 7.85 ChinaYuchai CYD 3.7 9 10.37 –0.98 .38
68.49 40.67 CustomersBancorp CUBI ... 9 52.95 +7.27 ... 18.80 10.28 ElancoAnimal ELAN ... 34 14.07 +1.47 ... 7.24 4.22 FinVolution FINV ... 5 6.01 +0.07 ... 18.97 12.19 GoldFields GFI 2.0 23 15.80 –0.43.1692
69.26 41.92 Chipotle CMG ... 55 58.81 +0.22 ...
149.75 108.91 ChoiceHotels CHH .8 28 144.91 +6.15.2875 D 136.06 69.00 Elastic ESTC ... cc 86.95 +6.11 ... 67.88 51.60 FirstAmerFin FAF 3.4 73 64.23 +1.45 .54 15.94 12.76 GoldmanSachsBDC GSBD13.9 15 12.99 –0.22 .45
302.05 216.26 Chubb CB 1.3 12 281.36 +3.95 .91 19.06 9.72 EldoradoGold EGO ... 12 16.65 +0.31 ... 22.40 13.89 FirstBanCorp FBP 3.0 12 21.07 +1.77 .16 598.61 321.65 GoldmanSachs GS 2.0 17 589.26 +69.913.00
40.62 35.72 ChunghwaTel CHT ... 26 37.89 +0.02 ... 2.98 1.45 DHI Group DHX ... 32 1.83 +0.14 ... 29.16 18.86 ElementSolns ESI 1.1 26 28.57 +1.37 .08 38.12 22.96 FirstBancshares FBMS 2.7 17 36.56 +3.41 .25 42.89 30.08 Gorman-Rupp GRC 1.8 29 42.16 +4.93 .185
110.31 89.05 Church&Dwight CHD 1.1 48 106.45 +1.70.2837 12.80 9.28 DHT DHT 9.3 11 10.46 +0.16 .27 567.26 397.98 ElevanceHealth ELV 1.5 15 422.62 +8.61 1.63 19.51 12.30 FirstCmwlthFin FCF 2.8 12 18.42 +1.95 .13 94.77 76.68 Graco GGG 1.2 31 87.81 +5.29 .255
72.36 42.20 Ciena CIEN ... 77 71.91 +7.94 ... 15.65 9.44 DNOW DNOW ... 8 14.25 +2.59 ... 13.46 10.88 EllingtonFin EFC 12.6 10 12.42 +0.47 .13 11.47 4.71 FirstFoundation FFWM .5 dd 7.78 +1.07 .01 2.76 0.52 GrafTechIntl EAF ... dd 2.13 +0.26 ...
370.83 253.95 Cigna CI 1.8 30 319.77 +3.28 1.40 12.70 6.48 DRDGOLD DRD 1.5 14 11.11 –0.88.1126 18.49 12.74 ElmeComms ELME 4.1 dd 17.66 +1.18 .18 20.11 10.96 FirstHorizon FHN 3.0 14 19.69 +2.50 .15 40.00 16.21 Graham GHM ... 88 39.07 +10.84 ...
31.87 13.19 Cinemark CNK ... 20 31.51 +1.66 ... 131.67 97.43 DTE Energy DTE 3.5 16 117.80 –3.49 1.02 17.00 10.92 EmbotellAndinaA AKO.A 4.9 11 13.49 +0.09.2125 57.35 42.39 FirstIndRlty FR 2.8 23 53.55 +0.83 .37 965.60 599.03 GrahamHoldings GHC .7 19 960.36 +118.48 1.72
70.09 41.47 Citigroup C 3.3 20 68.63 +4.92 .56 98.14 51.17 DT Midstream DTM 3.0 24 97.89 +8.93 .735 20.38 12.50 EmbotellAndinaB AKO.B 4.1 13 17.95 +1.07.2338 8.44 4.17 FirstMajSilver AG .3 dd 6.47 –0.71.0048 1210.27 772.13 Grainger GWW .7 32 1202.35 +97.28 2.05
48.35 24.62 CitizensFin CFG 3.7 18 45.81 +3.99 .42 2.44 0.65 D-WaveQuantum QBTS ... dd 1.60 +0.56 ... 38.47 15.35 Embraer ERJ ... 18 37.43 +4.22 ... 44.97 34.92 FirstEnergy FE 4.1 27 41.54 –0.19 .425 98.22 43.92 GraniteConstr GVA .5 48 97.94 +11.47 .13
5.95 1.78 Citizens CIA ... 11 4.75 +0.16 ... 25.14 14.79 DXC Tech DXC ... cc 21.66 +1.64 ... 7.05 3.92 EmeraldHldg EEX .0 dd 4.68 +0.60 .015 2.27 0.65 FiscalNote NOTE ... dd .93 +0.04 ... 6.41 2.46 GranitePointMtg GPMT 6.3 dd 3.15 +0.20 .05
6.71 3.96 CityOfficeREIT CIO 7.5 dd 5.34 +0.26 .10 15.07 7.58 Dana DAN 4.7 dd 8.50 +0.59 .10 3.00 1.41 Emeren SOL ... dd 2.13 –0.33 ... 212.84 119.51 Fiserv FI ... 41 210.70 +8.65 ... 7.10 5.20 GraniteRidge GRNT 6.8 18 6.51 +0.71 .11
28.92 21.44 Civeo CVEO 3.8 18 26.02 +0.51 .25 281.70 192.35 Danaher DHR ... 47 245.39 –2.37 ... 15.10 1.42 EmergentBiosol EBS ... dd 11.77 +2.65 ... 4.39 2.38 FivePoint FPH ... 7 3.85 –0.20 ... 30.70 21.25 GraphicPkg GPK 1.4 13 29.48 +1.20 .10
78.63 48.05 CivitasRscs CIVI 3.7 6 53.50 +5.19 .50 98.25 62.61 Danaos DAC 3.9 3 81.96 +0.01 .80 128.56 85.17 EmersonElec EMR 1.7 37 127.26 +18.80.5275 32.68 18.83 FiverrIntl FVRR ... cc 29.67 –0.52 ... 10.07 3.95 GrayTelevision GTN 7.5 56 4.28 –1.51 .08
 38 BARRON’S November 11, 2024

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

NYSE Cumulative Daily Breadth vs DJIA

10.90 5.90 GrayTelevision A GTN.A 4.2 99 7.58 –0.50 .08 147.11 94.29 Lear LEA 3.2 10 96.31 –0.41 .77 12.50 5.92 McEwenMining MUX ... 4 8.91 –0.41 ...
6.01 2.98 GreatAjax AJX 7.7 dd 3.10 –0.04 .06 27.58 10.11 Leggett&Platt LEG 1.6 dd 12.13 +0.11 .05 637.51 431.35 McKesson MCK .5 32 613.00 +86.66 .71
84.66 43.46 GreenBrickPtrs GRBK ... 9 72.91 +4.40 ... 199.11 102.72 Leidos LDOS .8 23 198.42 +15.45 .40 25.78 8.90 MediaAlpha MAX ... 73 12.14 –4.24 ...
13.58 7.30 GreenDot GDOT ... dd 10.90 –0.37 ... 29.41 13.72 Lemonade LMND ... dd 28.44 +4.29 ... 6.55 2.92 MedicalProp MPW 6.5 dd 4.91 +0.40 .08
66.50 35.40 Greenbrier GBX 1.9 13 64.67 +5.73 .30 High Hopes: On Trump’s election victory, NYSE Composite breadth rose 15.72 5.05 LendingClub LC ... 32 15.06 +0.85 ... 76.42 17.07 Medifast MED ... 29 19.16 +0.58 ...
8.16 4.68 GreenfireResources GFR ... dd 7.66 +0.64 ... 193.80 119.15 Lennar A LEN 1.2 11 172.58 +2.92 .50 92.68 69.32 Medtronic MDT 3.2 30 87.72 –2.35 .70
4.46 2.31 GreenTree GHG 2.9 9 2.90 –0.03 .10
for the first time in three weeks and the S&P 500 had its best week of 177.00 110.97 Lennar B LEN.B 1.2 11 163.60 +3.51 .50 134.63 98.60 Merck MRK 3.0 22 102.92 +1.04 .77
73.01 60.25 Greif B GEF.B 4.5 11 72.75 +5.79 .81 the year. Winning NYSE stocks outpaced losers by nearly 4 to 1. 636.25 388.49 LennoxIntl LII .7 30 630.95 +27.48 1.15 74.19 35.47 MercuryGeneral MCY 1.7 7 73.85 +8.24.3175
71.36 55.95 Greif A GEF 3.2 15 67.40 +4.50 .54 24.34 13.86 LeviStrauss LEVI 3.0 44 16.93 –0.26 .13 25.88 16.49 MeridianLink MLNK ... dd 24.09 +1.88 ...
17.48 11.72 GreystoneHousing GHI 12.4 19 11.96 –0.36 .37
Breadth DJIA 15.36 1.22 Li-Cycle LICY ... dd 3.30 +0.74 ... 213.98 130.33 MeritageHomes MTH 1.3 9 190.77 +7.33 .75
77.99 42.93 Griffon GFF .9 19 69.43 +6.11 .15 635,000 44,400 24.75 16.57 LibertyEnergy LBRT 1.8 8 17.68 +1.00 .08 18.92 5.60 MesaRoyalty MTR 4.7 14 6.10 +0.16.0057
15.21 5.71 Grindr GRND ... dd 15.00 +1.64 ... 27.12 11.89 LifeTime LTH ... 36 24.98 +2.44 ... 26.98 15.93 MesabiTrust MSB 5.1 20 26.50 +1.70 .39
Breadth 631,840
413.36 255.73 Group1Auto GPI .5 11 402.07 +39.73 .47 10.74 4.52 LifezoneMetals LZM ... dd 7.03 +0.57 ... 24.31 13.83 Metallus MTUS ... 13 15.71 +1.36 ...
2.49 1.19 GroveCollab GROV ... dd 1.38 +0.10 ...
625,400 42,500 7.98 1.94 LightInTheBox LITB ... dd 2.14 –0.04 ... 15.26 9.50 MetalsAcqn MTAL ... ... 12.85 +0.42 ...
197.31 125.30 GpoAeroportuar PAC 2.1 18 178.90 +12.563.8657 21.71 11.01 Lightspeed LSPD ... dd 17.07 +2.18 ... 25.34 8.54 MethodeElec MEI 5.6 dd 10.01 +0.98 .14
357.90 213.73 GpoAeroportSur ASR 4.1 11 263.82 +5.115.727 615,800 40,600 972.53 561.65 EliLilly LLY .6 91 831.54 +12.61 1.30 86.95 59.45 MetLife MET 2.7 16 81.02 +2.59 .545
2.71 1.94 GpoAvalAcc AVAL 4.7 20 2.00 ....0095 36.98 21.60 LincolnNational LNC 5.2 25 34.86 +1.34 .45 64.10 32.46 MetropolitanBk MCB ... 12 61.89 +8.66 ...
10.04 1.86 GpoSupervielle SUPV ... 5 9.72 +0.81 ... 606,200 38,700 135.05 109.27 Lindsay LNN 1.1 21 126.37 +6.58 .36 1546.93 953.28 Mettler-Toledo MTD ... 35 1310.03 –32.06 ...
3.65 1.69 GrupoTelevisa TV 3.3 dd 2.40 –0.11.1056 1.99 0.32 LionElectric LEV ... dd .35 –0.26 ... 167.39 118.72 MidAmApt MAA 3.7 36 159.14 +9.97 1.47
37.28 27.01 GuarantyBcshrs GNTY 2.7 15 36.02 +3.09 .24 11.43 7.27 LionsGate A LGF.A ... dd 7.76 –0.09 ... 76.74 38.33 MillerIndustries MLR 1.0 12 75.14 +8.77 .19
596,600 36,800 10.71 6.48 LionsGate B LGF.B ... dd 6.90 –0.09 ... 90.30 57.93 MineralsTechs MTX .5 17 82.49 +7.00 .11
21.60 14.16 GuardianPharm GRDN ... ... 21.41 +3.14 ...
33.50 16.78 Guess? GES 7.0 7 17.22 +0.25 .30 375.15 243.00 LithiaMotors LAD .6 13 371.36 +33.55 .53 15.98 7.97 MirionTech MIR ... dd 15.48 +0.83 ...
196.65 89.42 Guidewire GWRE ... dd 194.93 +8.89 ... 587,000 34,900 6.69 2.07 LithiumAmArg LAAC ... 0 3.24 –0.38 ... 9.45 5.84 MisterCarWash MCW ... 37 8.35 +0.42 ...
18.26 11.04 GuildHldgs GHLD .0 dd 14.50 +0.50 .50 D J F M A M J J A S O N 7.86 2.02 LithiumAmericas LAC ... dd 3.92 –0.35 ... 12.44 5.89 MistrasGroup MG ... 26 9.36 +0.63 ...
165.19 119.75 GulfportEnergy GPOR ... 14 154.83 +17.24 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 127.64 81.38 LiveNationEnt LYV ... cc 123.00 +5.85 ... 11.72 8.14 MitsubishiUFJ MUFG 1.9 14 11.53 +0.87.1624
added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 50.57 29.26 LiveOakBcshs LOB .3 25 46.51 +5.45 .03 4.63 3.22 MizuhoFin MFG 2.3 12 4.51 +0.20.0703
H plot. Dec. 31, 1985 =1000. 42.66 21.45 LiveRamp RAMP ... cc 28.31 +3.24 ... 141.72 43.25 ModineMfg MOD ... 42 128.12 +16.49 ...
12.04 5.20 LiveWire LVWR ... dd 6.66 +0.90 ... 18.11 13.13 ModivIndl MDV 6.9 dd 16.76 –0.04.0975
36.56 18.72 HASustInfrCap HASI 5.8 16 28.60 –5.83 .415
3.24 1.99 LloydsBanking LYG 5.3 8 2.73 –0.06.0546 81.60 40.88 Moelis MC 3.1 cc 77.01 +10.08 .60
417.14 226.48 HCA Healthcare HCA .7 16 354.16 –3.03 .66
–52-Week– Tick Div –52-Week– Tick Div 3.71 1.35 loanDepot LDI ... dd 2.65 +0.58 ... 164.29 78.30 MohawkInds MHK ... 17 145.94 +11.66 ...
124.00 74.50 HCI Group HCI 1.3 10 118.70 +6.68 .40 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 92.17 42.57 Loar LOAR ... cc 88.86 +0.51 ... 423.92 272.69 MolinaHealthcare MOH ... 17 329.65 +2.90 ...
67.44 52.16 HDFC Bank HDB .9 20 64.09 +0.89.7008 84.79 50.00 JohnsonControls JCI 1.7 33 84.62 +9.12 .37 4.60 1.56 LocalBounti LOCL ... dd 2.47 –0.01 ... 68.60 54.51 MolsonCoorsA TAP.A 2.9 14 60.00 +1.31 .44
64.16 38.25 HF Sinclair DINO 4.8 26 41.81 +3.11 .50 I
288.50 136.83 JonesLang JLL ... 27 269.06 +4.06 ... 618.95 413.92 LockheedMartin LMT 2.3 20 564.56 +19.21 3.30 69.18 49.19 MolsonCoorsB TAP 3.0 13 59.56 +4.56 .44
56.13 37.38 HNI HNI 2.4 21 54.84 +5.12 .33 15.04 2.46 JumiaTech JMIA ... dd 3.82 –0.75 ... 83.54 65.24 Loews L .3 11 83.11 +3.84.0625 106.82 26.91 MoneyLion ML ... cc 80.92 +38.20 ...
31.60 22.02 ICICI Bank IBN .7 19 29.82 –0.56.2028
39.52 27.03 HP HPQ 3.0 13 36.82 +0.54.2756 39.79 25.83 JuniperNetworks JNPR 2.3 51 38.91 –0.09 .22 10.67 5.70 LomaNegra LOMA ... 13 10.34 +1.26 ... 49.97 19.59 MontroseEnvl MEG ... dd 20.51 –5.20 ...
5.54 3.79 ICL Group ICL 3.7 12 4.14 –0.01.0488
47.56 36.63 HSBC HSBC 6.7 7 44.96 –1.22 .50 113.04 57.13 LouisianaPacific LPX .9 19 111.63 +11.14 .26 495.10 338.82 Moody's MCO .7 44 477.18 +20.82 .85
114.24 86.43 IDACORP IDA 3.0 21 113.83 +7.98 .86 K
6.84 2.93 HUYA HUYA .0 dd 3.22 –0.20 1.06 287.01 189.05 Lowe's LOW 1.7 22 271.10 +9.16 1.15 227.53 130.77 Moog A MOG.A .5 35 223.68 +29.94 .28
50.75 27.09 IDT IDT ... 20 50.30 +3.82 ...
97.97 70.25 Haemonetics HAE ... 36 87.42 +15.94 ... 4.94 2.00 LufaxHolding LU 9.7 dd 2.59 –0.02 .156 207.10 133.71 Moog B MOG.B .5 32 207.10 +16.08 .28
5.78 2.18 IHS Holding IHS ... dd 2.80 –0.02 ... 72.89 36.57 KB Financial KB 3.3 8 66.05 –0.03.4619
8.99 5.29 Hafnia HAFN27.6 3 5.43 –0.35.4049 9.84 0.97 LumenTech LUMN ... dd 9.59 +2.59 ... 133.52 74.05 MorganStanley MS 2.9 20 129.53 +12.68 .925
18.72 12.78 ING Groep ING 6.4 ... 16.01 –0.95.8205 89.70 50.34 KB Home KBH 1.2 11 82.20 +4.24 .25
12.35 7.68 Hagerty HGTY ... 87 11.21 +0.29 ... 2.75 1.96 LumentFinance LFT 12.4 7 2.59 +0.14 .08 38.30 24.12 Mosaic MOS 3.0 38 27.73 +0.84 .21
14.49 3.25 INNOVATE VATE ... dd 4.47 –1.45 ... 71.94 50.45 KBR KBR .8 30 71.59 +4.30 .15
10.80 7.89 Haleon HLN 1.6 32 9.61 –0.12.0514 15.64 7.55 Luxfer LXFR 3.6 43 14.46 +0.16 .13 506.72 305.74 MotorolaSol MSI .8 59 504.60 +50.71 .98
18.94 12.68 Invesco IVZ 4.6 dd 17.98 +0.20 .205 26.05 12.44 KE Holdings BEKE 1.5 43 20.99 –1.10.3089
41.56 27.26 Halliburton HAL 2.3 10 29.23 +1.55 .17 107.02 83.36 LyondellBasell LYB 6.3 13 85.30 –1.26 1.34 31.44 17.86 Movado MOV 7.1 12 19.85 +1.30 .35
261.73 190.20 IQVIA IQV ... 29 219.23 +10.07 ... 153.51 62.29 KKR KKR .5 47 152.20 +14.62 .175
31.78 12.61 HamiltonBeach HBB 2.2 11 21.35 –5.19 .115 95.84 37.61 MuellerIndustries MLI .8 18 94.40 +12.94 .20
14.71 5.99 IRSA IRS .0 dd 14.24 +1.05.6302 14.12 8.71 KKR RealEstFin KREF 8.4 dd 11.89 +0.29 .25 M
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

20.71 12.44 HamiltonIns HG ... 4 17.80 +0.76 ... 25.71 12.69 MuellerWater MWA 1.0 35 25.68 +3.77 .067
154.35 101.01 ITT ITT .8 26 153.05 +12.52 .319 6.45 1.30 KoreGroup KORE ... dd 2.08 +0.10 ...
8.70 3.58 Hanesbrands HBI ... dd 8.00 +0.91 ... 69.20 6.35 MultiPlan MPLN ... dd 8.50 –0.66 ...
6.37 2.11 IamGold IAG ... 4 5.69 +0.29 ... 16.24 12.10 KT KT 6.0 9 14.95 –0.77.1488 216.84 115.93 M&T Bank MTB 2.6 15 209.41 +17.16 1.35
160.23 112.22 HanoverIns THG 2.1 16 159.62 +11.72 .85 49.14 30.99 MurphyOil MUR 3.6 11 33.61 +2.50 .30
117.59 41.87 Ibotta IBTA ... cc 74.88 +0.89 ... 399.91 245.77 Kadant KAI .3 41 399.83 +56.45 .32 14.37 3.22 MBIA MBI .0 dd 4.49 +0.378.00
44.16 26.35 HarleyDavidson HOG 2.1 7 32.92 +1.05.1725 246.36 189.33 IDEX IEX 1.2 35 228.51 +12.46 .69 81.26 51.02 Kellanova K ... 28 81.00 +0.39 ... 552.30 350.55 MurphyUSA MUSA .4 21 518.24 +33.47 .48
18.17 9.99 MDU Rscs MDU ... 9 17.93 +2.83 ...
12.29 4.42 HarmonyGold HMY 1.0 14 10.33 –0.24.0525 3.18 1.50 iHuman IH .0 5 1.79 +0.01 .10 68.12 38.52 Kemper KMPR 1.8 16 67.82 +5.39 .31 23.63 10.77 MyersIndustries MYE 4.5 29 12.10 +0.35 .135
13.45 9.57 MFA Financial MFA 12.2 7 11.51 –0.67 .35
123.23 73.12 HartfordFinl HIG 1.8 12 117.43 +7.34 .52 277.58 228.44 IllinoisToolWks ITW 2.2 24 271.95 +8.87 1.50 32.18 22.50 Kennametal KMT 2.7 23 29.48 +3.96 .20 26.53 17.25 MGIC Investment MTG 2.1 9 24.46 +0.90 .13 N
37.05 21.61 HavertyFurn HVT 5.6 14 22.94 +0.98 .32 25.28 13.20 Imax IMAX ... 56 24.35 +0.29 ... 13.27 7.85 Kennedy-Wilson KW 4.2 dd 11.53 +0.87 .12 48.25 33.44 MGM Resorts MGM ... 13 36.69 +0.28 ...
40.00 22.29 HavertyFurn A HVT.A 5.4 14 22.29 –0.13 .30 21.20 12.50 IndepRealty IRT 3.1 ... 20.90 +1.84 .16 29.04 19.63 KenonHoldings KEN 13.3 dd 28.58 +0.05 3.80 176.18 94.13 M/I Homes MHO ... 9 167.03 +16.80 ... 38.66 25.19 NACCO Inds NC 2.9 dd 31.80 +1.42.2275
18.19 7.61 HawaiianElec HE ... dd 10.64 +0.42 ... 39.80 22.08 Informatica INFA ... cc 25.00 –1.21 ... 23.72 17.67 Kenvue KVUE 3.5 43 23.68 +0.95 .205 28.16 12.51 MinisoGroup MNSO 1.4 16 19.33 –0.32.2744 15.49 11.17 N-able NABL ... 57 11.23 –1.08 ...
11.20 10.24 HaymakerAcqnCorp.4 HYAC ... 30 10.70 +0.02 ... 23.48 16.04 Infosys INFY 1.1 28 21.75 +0.99.2126 20.00 10.73 KeyCorp KEY 4.3 cc 18.97 +1.78 .205 3.58 1.62 MOGU MOGU ... dd 2.07 –0.02 ... 35.29 18.42 NCR Atleos NATL ... dd 28.46 +2.24 ...
16.87 10.66 Hayward HAYW ... 37 16.05 –0.10 ... 103.96 66.99 IngersollRand IR .1 50 102.61 +8.64 .02 165.52 119.72 KeysightTech KEYS ... 32 165.42 +13.87 ... 47.62 35.07 MPLX MPLX 8.3 11 45.98 +1.77.9565 17.39 10.87 NCR Voyix VYX ... dd 14.39 +1.61 ...
18.90 12.77 HealthcareRealty HR 7.0 dd 17.78 +0.86 .31 56.30 30.90 Ingevity NGVT ... dd 45.24 +3.24 ... 74.79 52.96 Kforce KFRC 2.5 21 61.22 +5.37 .38 20.85 10.02 MP Materials MP ... dd 19.50 +1.27 ... 13.49 6.57 NetPower NPWR ... dd 9.09 +0.58 ...
23.26 15.44 HealthpeakProp DOC 5.3 49 22.76 +0.78 .30 25.69 23.01 IngramMicro INGM ... 17 24.08 –0.14 ... 43.78 27.39 KilroyRealty KRC 5.2 25 41.54 +2.65 .54
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

14.91 9.77 MRC Global MRC ... 16 13.64 +1.46 ... 6.20 3.80 NGL Energy NGL ... dd 4.20 +0.16 ...
7.68 3.33 HeclaMining HL .3 dd 5.73 –0.67 .01 155.44 100.90 Ingredion INGR 2.1 15 151.55 +17.78 .80 149.31 117.67 KimberlyClark KMB 3.7 17 133.61 –1.00 1.22 200.61 158.63 MSA Safety MSA 1.2 25 173.56 +9.93 .51 9.57 3.61 NIO NIO ... dd 5.09 –0.01 ...
269.38 162.12 Heico HEI .1 76 259.47 +13.61 .11 138.35 73.04 InnovativeIndProp IIPR 7.1 19 106.37 –20.63 1.90 25.07 17.52 KimcoRealty KIM 4.0 46 24.93 +1.10 .25 631.70 439.95 MSCI MSCI 1.1 39 594.00 +16.05 1.60 8.93 4.46 NL Industries NL 3.9 7 8.21 +0.49 .08
209.50 130.34 Heico A HEI.A .1 59 202.69 +10.44 .11 25.19 13.80 InnovexIntl INVX ... dd 15.40 +1.52 ... 27.00 16.22 KinderMorgan KMI 4.3 24 26.88 +2.70.2875 104.76 75.05 MSC Industrial MSM 3.8 19 88.98 +8.28 .85 49.57 37.69 NNN REIT NNN 5.4 20 42.86 –0.54 .58
57.29 37.50 HeliosTech HLIO .7 47 52.80 +4.85 .09 2.58 1.01 Innovid CTV ... dd 1.95 +0.02 ... 29.89 24.60 KinderCareLearning KLC ... 55 27.85 –0.47 ... 12.73 8.42 MV Oil MVO17.4 6 8.82 ... .33 21.23 14.99 NOV NOV 1.5 6 16.28 +1.11 .075
13.05 8.82 HelixEnergy HLX ... cc 10.21 +1.03 ... 119.41 74.32 Insperity NSP 3.0 25 79.69 +4.51 .60 57.98 31.73 Kinetik KNTK 5.4 21 57.96 +10.20 .78 8.24 2.05 Mytheresa MYTE ... dd 6.36 +0.13 ... 102.84 44.90 NRG Energy NRG 1.7 10 96.14 +9.42.4075
44.11 29.46 Helm&Payne HP 2.8 11 36.12 +3.19 .25 257.40 123.00 InspireMedical INSP ... cc 196.62 +5.91 ... 9.58 6.85 KingswayFin KFS ... dd 9.36 +0.53 ... 20.27 9.90 Macerich MAC 3.5 dd 19.52 +1.20 .17 9964.77 5857.09 NVR NVR ... 19 9306.94 +167.55 ...
15.66 6.59 Herbalife HLF ... 10 8.51 +0.68 ... 281.04 121.84 InstalledBldg IBP .7 23 210.26 –6.59 .35 10.82 4.75 KinrossGold KGC 1.1 18 10.47 +0.49 .03 21.19 14.40 MachNaturalRscs MNR 21.3 dd 16.31 +0.56 .90 0.93 0.11 NXGCushingMidRt SRV.RT ... ... .21 –0.04 ...
246.88 116.26 HercHoldings HRI 1.1 19 233.43 +23.26 .665 39.38 26.74 InsteelInds IIIN .4 30 29.86 +2.61 .03 548.47 325.01 KinsaleCapital KNSL .1 26 456.36 +30.33 .15 22.10 10.59 Macy's M 4.4 24 15.67 +0.40.1737 105.96 59.67 NaborsIndustries NBR ... dd 81.62 +9.61 ...
21.78 15.14 HerculesCapital HTGC 8.1 10 19.67 +0.44 .08 28.25 18.98 Instructure INST ... dd 23.59 +0.02 ... 130.90 72.11 Kirby KEX ... 24 127.29 +13.01 ... 44.14 28.33 MSG Ent MSGE ... 13 39.15 –1.77 ... 51.76 31.24 NatlBankHoldings NBHC 2.3 15 49.55 +4.87 .29
16.90 5.51 HeritageInsurance HRTG ... 5 12.20 +1.99 ... 138.31 83.69 IntegerHoldings ITGR ... 42 136.76 +10.31 ... 27.94 19.64 KiteRealty KRG 3.8 dd 27.45 +1.65 .27 230.69 166.26 MSG Sports MSGS ... 78 227.35 +6.36 ... 63.54 45.32 NationalFuelGas NFG 3.5 73 59.41 –0.06 .515
211.92 171.67 Hershey HSY 3.1 20 175.67 –3.59 1.37 12.42 11.01 IntegratedWellA WEL ... cc 11.84 –0.02 ... 41.00 21.26 Klaviyo KVYO ... dd 33.35 –6.29 ... 60.32 38.01 MagnaIntl MGA 4.4 12 43.40 +1.43 .475 73.40 55.13 NationalGrid NGG 4.0 24 63.94 –0.322.4939
163.98 123.79 Hess HES 1.4 17 142.18 +4.43 .50 167.99 108.56 ICE ICE 1.2 37 156.42 +1.78 .45 103.33 55.06 KnifeRiver KNF ... 29 101.10 +3.63 ... 8.16 3.78 Magnachip MX ... dd 3.93 +0.11 ... 86.13 50.12 NatlHealthInv NHI 4.4 28 81.20 +4.75 .90
39.11 29.40 HessMidstream HESM 7.8 15 35.07 +0.46.6846 121.54 72.51 InterContHtls IHG 1.3 31 121.10 +8.74 .532 60.99 45.55 Knight-Swift KNX 1.1 cc 59.60 +6.67 .16 35.23 15.80 Magnera MAGN ... dd 19.25 –3.37 ... 86.08 69.58 NatlPrestoInds NPK 1.3 17 76.39 +3.75 3.50
22.82 14.47 HewlettPackard HPE 2.4 16 22.04 +1.98 .13 30.59 17.94 IntercorpFinSvcs IFS 3.7 13 26.98 –0.24 1.00 9.11 4.94 KnotOffshore KNOP 1.8 cc 5.90 –0.13 .026 27.63 19.16 MagnoliaOil MGY 1.9 14 27.41 +2.41 .13 49.44 29.55 NatlStorage NSA 5.1 26 43.68 +2.06 .56
77.09 57.50 Hexcel HXL 1.0 47 61.70 +2.86 .15 237.37 146.85 IBM IBM 3.1 31 213.72 +5.47 1.67 19.73 14.97 Knowles KN ... dd 19.13 +1.59 ... 52.63 40.25 MainStreetCap MAIN 5.8 9 51.87 +1.20 .25 25.24 12.75 NaturalGasSvcs NGS ... 22 23.53 +4.42 ...
36.78 17.17 HighwoodsProp HIW 5.9 25 33.79 +1.15 .50 106.77 69.73 IntlFlavors IFF 1.7 dd 92.28 –6.65 .40 35.56 17.15 KodiakGasSvcs KGS 4.5 cc 34.83 +3.70 .41 22.00 13.50 ManchesterUnited MANU ... dd 17.90 +1.21 ... 33.88 12.37 NaturalGrocers NGVC 1.2 25 33.79 +6.45 .10
50.58 25.11 Hillenbrand HI 2.9 dd 31.03 +3.24.2225 28.82 18.90 IntlGameTech IGT 3.8 20 21.09 +0.54 .20 29.60 17.41 Kohl's KSS 11.4 7 17.51 –0.59 .50 17.65 8.50 Manitowoc MTW ... dd 11.04 +2.14 ... 108.16 68.32 NaturalResPtrs NRP 2.8 9 107.99 +13.99 .75
35.66 28.45 Hilltop HTH 2.1 20 32.52 +1.86 .17 59.52 31.77 IntlPaper IP 3.2 49 57.38 +1.61.4625 32.91 18.85 Philips PHG .0 dd 26.61 +0.12.9154 80.25 61.53 Manpower MAN 4.8 82 64.37 +1.07 1.54 7.20 3.80 Natuzzi NTZ ... dd 4.09 –0.03 ...
49.02 33.16 HiltonGrandVac HGV ... 48 42.57 +5.13 ... 65.94 42.08 IntlSeaways INSW 1.1 4 43.08 –0.49 .12 90.74 47.33 KontoorBrands KTB 2.3 20 90.06 +8.41 .52 32.94 18.47 ManulifeFinl MFC 2.8 15 31.79 +2.32.2873 10.24 4.79 NatWest NWG 4.4 8 9.98 +0.22.1543
249.36 157.64 Hilton HLT .2 53 247.65 +11.18 .15 35.17 28.00 Interpublic IPG 4.4 14 29.83 +0.35 .33 58.23 33.80 Koppers KOP .8 10 37.22 +3.01 .07 30.06 21.81 MarathonOil MRO 1.5 12 28.50 +1.23 .11 18.18 13.72 Navigator NVGS 1.3 14 15.61 +0.21 .05
9.76 4.53 HimalayaShipping HSHP ... 13 7.12 +0.49 .10 29.75 17.52 IntrepidPotash IPI ... dd 27.68 +2.31 ... 9.55 6.36 KoreaElecPwr KEP ... 5 7.92 –0.37 ... 221.11 140.98 MarathonPetrol MPC 2.4 12 153.75 +10.62 .91 127.32 82.22 Nelnet NNI 1.0 38 112.52 –1.99 .28
25.74 6.58 Hims&HersHealth HIMS ... 54 23.41 +3.05 ... 31.20 23.53 InvenTrust IVT 2.9 cc 30.94 +1.40.2263 79.54 47.44 KornFerry KFY 1.9 22 78.43 +7.78 .37 44.24 29.30 Marcus&Millichap MMI 1.2 dd 42.17 +4.51 .25 3.60 0.73 NerdyA NRDY ... dd .83 –0.01 ...
28.96 7.75 Hippo HIPO ... dd 28.15 +6.78 ... 9.97 7.36 InvescoMtg IVR 19.2 7 8.35 +0.29 .40 7.20 3.49 KosmosEnergy KOS ... 8 3.62 –0.06 ... 22.62 9.56 Marcus MCS 1.3 dd 21.85 +1.23 .07 32.94 12.05 NetLeaseOffice NLOP 1.1 dd 32.09 +1.95 .34
5.23 2.29 Holley HLLY ... 14 2.76 +0.14 ... 37.80 31.01 InvitatHomes INVH 3.3 83 33.70 +2.30 .28 60.25 42.10 Kroger KR 2.1 16 59.91 +3.34 .32 12.47 8.86 MarineProducts MPX 5.7 19 9.91 +0.50 .14 18.97 14.92 Netstreit NTST 5.2 dd 16.14 +0.86 .21
30.85 20.45 HomeBancShares HOMB 2.6 15 29.84 +2.68 .195 25.68 6.22 IonQ IONQ ... dd 24.79 +9.94 ... 14.50 7.45 KronosWorldwide KRO 1.6 15 12.18 +0.66 .05 39.85 22.51 MarineMax HZO ... 20 32.47 +3.50 ... 16.59 4.69 NeueHealth NEUE ... dd 5.05 –0.06 ...
421.56 286.79 HomeDepot HD 2.2 27 405.90 +13.31 2.25 130.24 58.55 IronMountain IRM 2.4 cc 119.71 –1.45 .715 4.07 0.34 KukeMusic KUKE ... dd .43 –0.17 ... 1675.51 1333.21 Markel MKL ... 8 1650.74 +105.74 ... 22.64 4.38 Nevro NVRO ... dd 5.08 –0.45 ...
37.90 26.70 HondaMotor HMC 4.3 7 26.80 –3.49.6617 7.27 5.62 ItauUnibanco ITUB ... 8 6.11 +0.17 ... 28.60 17.17 Kyndryl KD ... dd 27.71 +4.74 ... 8.98 1.57 Markforged MKFG ... dd 4.40 –0.03 ... 48.68 39.44 NewJerseyRscs NJR 3.8 20 46.82 +1.59 .45
43.26 31.53 HoraceMann HMN 3.3 16 40.79 +3.44 .34 108.57 67.28 MarriottVacations VAC 3.2 18 95.60 +16.88 .76 98.20 56.18 NewOrientalEduc EDU .0 26 60.30 –2.39 .58
J L
36.86 28.51 HormelFoods HRL 3.7 21 30.32 –0.60.2825 232.32 184.28 Marsh&McLen MMC 1.4 28 225.36 +6.26 .815 57.08 41.55 NYTimes A NYT .9 33 56.28 –0.55 .13
199.85 120.16 DR Horton DHI .9 12 168.79 +1.15 .40 18.86 12.63 JBG SMITH Prop JBGS 4.0 dd 17.40 +0.62 .175 28.12 21.83 LatamAirlines LTM ... 10 27.27 +0.45 ... 633.23 448.73 MartinMarietta MLM .5 19 619.58 +39.44 .79 650.00 492.67 NewMarket NEU 1.8 12 557.31 +26.90 2.50
189.17 100.92 HoulihanLokey HLI 1.2 38 185.74 +14.43 .57 21.75 8.90 JELD-WEN JELD ... dd 10.96 –3.28 ... 131.36 96.19 LCI Inds LCII 3.6 23 116.04 +3.46 1.05 86.70 55.39 Masco MAS 1.4 22 80.95 +0.77 .29 58.72 29.42 Newmont NEM 2.2 dd 45.04 –0.22 .25
240.34 78.97 Hovnanian HOV ... 6 183.23 +6.23 ... 40.61 23.06 J.Jill JILL 1.1 9 25.45 +1.45 .07 5.66 3.38 LG Display LPL ... dd 3.52 –0.19 ... 145.74 47.02 MasTec MTZ ... cc 144.89 +14.89 ... 8.65 5.61 NewparkResources NR ... dd 7.28 +0.76 ...
84.88 56.22 HowardHughes HHH ... 56 84.45 +8.95 ... 248.00 144.08 JPMorganChase JPM 2.1 13 236.98 +14.04 1.25 10.40 6.74 LSB Inds LXU ... dd 8.72 +0.41 ... 20.67 11.77 MasterBrand MBC ... 15 17.04 –0.59 ... 8.09 5.10 NexaResources NEXA ... dd 7.75 –0.16 ...
115.38 48.82 HowmetAerospace HWM .3 44 113.65 +13.62 .08 156.94 95.85 Jabil JBL .2 12 135.75 +8.08 .08 39.67 30.30 LTC Properties LTC 5.8 17 39.28 +1.98 .19 528.84 386.74 Mastercard MA .5 40 524.76 +16.68 .66 8.88 4.95 NexGenEnergy NXE ... 42 7.38 +0.15 ...
481.35 283.41 Hubbell HUBB 1.1 34 467.93 +42.23 1.32 115.09 42.22 JacksonFinl JXN 2.6 dd 108.29 +9.97 .70 261.75 180.13 L3HarrisTech LHX 1.8 41 260.60 +13.12 1.16 71.08 47.15 MatadorRscs MTDR 1.8 7 56.58 +4.99 .25 17.25 12.63 NexPointRealEst NREF12.4 15 16.16 +1.23 .50
693.85 413.95 HubSpot HUBS ... dd 656.56 +91.33 ... 148.89 100.79 JacobsSolns J .8 29 146.43 +6.81 .29 10.57 8.08 LXP Industrial LXP 5.6 cc 9.70 +0.48 .135 145.08 96.18 Materion MTRN .5 34 119.34 +14.28 .135 48.37 28.20 NexPointResidentl NXRT 4.0 26 46.10 +5.34 .51
10.49 3.94 HudbayMinerals HBM .2 40 9.35 +0.29.0074 43.57 28.46 JamesHardie JHX ... 27 31.79 +0.52 ... 45.23 29.41 La-Z-Boy LZB 2.0 15 41.01 +2.63 .20 19.96 10.78 Mativ MATV 3.0 7 13.23 –2.36 .10 3.00 1.32 Nextdoor KIND ... dd 2.60 +0.13 ...
9.86 4.11 HudsonPacProp HPP 4.4 dd 4.56 +0.45 .05 44.85 24.04 JanusHenderson JHG 3.5 18 44.21 +2.56 .39 243.78 191.97 Labcorp LH ... 47 242.39 +15.29 ... 167.94 89.63 Matson MATX .8 14 165.64 +12.13 .34 86.10 53.81 NextEraEnergy NEE 2.7 23 76.97 –0.38 .515
527.18 213.31 Humana HUM 1.2 26 288.12 +27.41 .885 15.86 6.68 JanusIntl JBI ... 10 7.32 –0.03 ... 12.48 10.10 LadderCapital LADR 7.8 15 11.76 +0.22 .23 26.46 13.76 MauiLand MLP ... dd 24.98 +3.41 ... 115.00 71.51 NicoletBankshares NIC 1.0 14 110.98 +9.99 .28
299.50 184.29 HuntingIngalls HII 2.7 11 202.66 +13.43 1.35 72.76 33.16 JefferiesFinl JEF 2.0 31 71.50 +7.28 .35 111.88 52.99 LambWeston LW 1.8 19 81.20 +4.11 .36 93.97 75.22 Maximus MMS 1.3 19 91.56 +4.60 .30 123.39 70.75 Nike NKE 2.0 22 75.88 –2.18 .37
27.01 19.90 Huntsman HUN 4.9 dd 20.29 –1.53 .25 38.65 16.70 JinkoSolar JKS 12.8 39 23.05 –4.32 1.50 75.50 18.75 LandBridge LB .5 dd 75.50 +19.21 .10 23.02 10.85 MayvilleEngg MEC ... 29 17.15 –4.34 ... 3.26 0.75 NineEnergy NINE ... dd 1.44 +0.42 ...
162.24 104.77 HyattHotels H .4 12 155.17 +10.13 .15 7.69 4.50 JobyAviation JOBY ... dd 5.21 +0.34 ... 4.39 0.91 Lanvin LANV ... dd 1.57 –0.24 ... 85.02 63.38 McCormickVtg MKC.V 2.2 26 77.64 –0.86 .42 36.17 24.61 NiSource NI 2.9 22 35.97 +1.48 .265
2.82 0.52 Hyliion HYLN ... dd 2.82 +0.43 ... 122.00 82.64 JohnBeanTech JBT .3 22 118.92 +4.01 .10 55.66 36.62 LasVegasSands LVS 1.6 25 50.38 –1.35 .20 85.49 63.67 McCormick MKC 2.2 26 77.49 –1.26 .42 15.44 7.14 NoahHoldings NOAH ... 2 12.24 –0.22 ...
84.44 44.08 Hyster-Yale HY 2.6 6 53.38 –8.64 .35 168.85 143.13 J&J JNJ 3.2 26 155.47 –4.66 1.24 61.14 25.82 Lazard LAZ 3.4 23 58.44 +5.13 .50 317.90 243.53 McDonald's MCD 2.4 26 298.97 +3.76 1.77 52.16 31.00 Noble NE 5.7 10 34.79 +3.68 .50
 November 11, 2024 BARRON’S 39

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.95 2.94 Nokia NOK 2.1 56 4.55 –0.18.0324 5.92 4.06 ParamountGroup PGRE .0 dd 5.24 +0.43 .035 9.04 2.84 Ranpak PACK ... dd 7.01 +0.90 ... 392.57 251.69 SherwinWilliams SHW .7 39 386.67 +28.70 .715 58.66 26.76 SynovusFinl SNV 2.7 26 56.80 +7.41 .38
20.05 15.70 NomadFoods NOMD 3.4 13 17.45 –0.18 .15 16.96 11.96 ParkAerospace PKE 3.3 44 14.95 +1.34 .125 161.76 98.72 RaymondJames RJF 1.1 16 158.73 +14.44 .45 102.38 55.17 Shift4Paymts FOUR ... 61 100.77 +10.22 ... 82.89 66.30 Sysco SYY 2.6 20 77.39 +2.36 .51
6.62 3.96 Nomura NMR 2.2 10 5.85 +0.60.0955 18.05 12.85 ParkHotels PK 6.1 9 14.71 +0.87 .25 10.24 3.02 RayonierAdvMatls RYAM ... dd 9.96 +1.86 ... 46.05 26.36 ShinhanFin SHG 3.0 6 40.55 +1.45 .374 3.02 0.91 System1 SST ... dd 1.05 +0.07 ...
4.65 3.06 NordicAmTankers NAT 13.3 11 3.16 –0.08 .12 709.63 412.95 ParkerHannifin PH .9 31 695.58 +60.55 1.63 35.29 27.40 Rayonier RYN 3.7 29 30.99 –0.14 .285 91.57 48.56 Shopify SHOP ... 89 87.12 +8.13 ...
T
24.93 12.88 Nordstrom JWN 3.4 13 22.52 –0.04 .19 114.68 61.10 Parsons PSN ... cc 112.69 +4.00 ... 11.67 6.65 ReadyCapital RC 13.7 dd 7.31 +0.56 .25 54.41 28.95 Shutterstock SSTK 3.6 33 33.03 +0.90 .30
277.60 193.82 NorfolkSouthern NSC 2.0 25 271.67 +21.58 1.35 233.69 139.50 PaycomSoftware PAYC .7 28 228.75 +18.10 .375 64.88 49.52 RealtyIncome O 5.5 55 57.51 –1.37.2635 5.93 3.08 Sibanye-Stillwater SBSW ... dd 4.60 –0.04 ... 15.52 7.35 TAL Education TAL ... 96 11.20 +0.18 ...
25.92 16.46 NorthAmConstr NOA 1.4 16 20.68 +1.04.0863 27.14 14.77 Paymentus PAY ... cc 27.05 +1.94 ... 134.80 37.35 Reddit RDDT ... dd 134.80 +21.82 ... 112.06 68.16 SignetJewelers SIG 1.2 11 97.55 +5.50 .29 50.22 31.84 TC Energy TRP 4.8 14 48.76 +2.46.5908
8.62 4.08 NoEuroOil NRT 10.8 9 4.44 +0.14 .02 24.73 10.05 Paysafe PSFE ... dd 24.45 +3.11 ... 9.36 2.35 Redwire RDW ... dd 9.02 +1.26 ... 26.50 ... SilaRealty SILA 6.5 56 24.73 –0.18.1333 133.85 92.66 TD Synnex SNX 1.3 16 125.79 +10.29 .40
43.80 31.13 NorthernOil&Gas NOG 4.1 5 40.93 +5.11 .42 29.94 20.21 PeabodyEnergy BTU 1.0 8 28.70 +2.22 .075 8.15 5.46 RedwoodTrust RWT 8.8 14 7.35 +0.08 .17 55.24 40.01 SilganHoldings SLGN 1.4 19 53.64 +1.00 .19 159.98 123.79 TE Connectivity TEL 1.7 15 155.06 +5.04 .65
555.57 418.60 NorthropGrum NOC 1.6 33 528.99 +22.04 2.06 21.73 9.89 PeakstoneRealty PKST 6.5 dd 13.89 +0.85 .225 185.28 105.11 RegalRexnord RRX .8 55 175.06 +6.04 .35 10.00 4.58 Similarweb SMWB ... dd 9.95 +1.24 ... 19.62 12.35 Tegna TGNA 2.7 7 18.83 +2.54 .125
41.34 34.82 NorthwestNat NWN 4.8 19 40.88 +2.37 .49 15.54 11.64 Pearson PSO 1.9 25 15.52 +0.64.1967 34.15 20.50 RegionalMgmt RM 3.9 13 31.01 +2.49 .30 179.46 113.40 SimonProperty SPG 4.7 23 179.02 +11.32 2.10 19.14 14.63 Telus TU 7.0 40 15.66 –0.03.2769
27.94 12.71 NorwegCruise NCLH ... 27 27.32 +2.44 ... 16.65 11.39 PebblebrookHotel PEB .3 dd 12.95 +1.10 .01 26.33 14.86 RegionsFinl RF 3.9 14 25.62 +2.06 .25 218.38 142.01 SimpsonMfg SSD .6 25 189.25 +10.46 .28 11.51 2.83 TelusIntl TIXT ... 17 3.76 –0.06 ...
3.13 1.24 NouveauMonde NMG ... dd 1.37 –0.05 ... 16.41 6.62 PediatrixMedical MD ... dd 15.76 +0.55 ... 227.87 155.42 ReinsGrp RGA 1.6 21 224.06 +8.96 .89 15.16 9.60 SiriusPoint SPNT ... 9 14.13 +0.78 ... 44.44 30.68 Ternium TX 8.7 83 35.44 +1.21 .90
120.92 92.35 Novartis NVS 3.0 12 106.45 –2.903.7772 43.44 31.52 PembinaPipeline PBA 5.0 17 40.97 –0.63.4968 342.20 261.77 Reliance RS 1.4 18 320.62 +33.53 1.10 188.01 114.60 SiteOneLandscape SITE ... 49 151.93 +9.97 ... 162.13 109.35 TFI Intl TFII 1.2 26 145.55 +13.48 .45
148.15 94.73 NovoNordisk NVO 1.0 35 107.20 –4.74.5126 8.04 6.31 PennantPark PNNT13.6 11 7.04 +0.18 .08 300.00 188.24 RenaissanceRe RNR .6 4 268.12 +4.05 .39 25.95 19.88 SitioRoyalties STR 6.1 dd 24.79 +2.76 .28 19.14 13.74 TIM TIMB 6.4 11 13.91 –0.24 .113
15.98 7.75 NuHoldings NU ... 49 15.23 +0.89 ... 119.13 70.75 PennyMacFin PFSI 1.1 33 105.27 +5.88 .30 38.46 25.07 Renasant RNST 2.4 12 37.21 +3.48 .22 58.70 35.93 SixFlags FUN 2.6 dd 45.44 +4.82 .30 121.13 87.26 TJX TJX 1.3 28 117.83 +5.44 .375
20.75 5.95 NuSkinEnts NUS 3.7 dd 6.55 +0.21 .06 15.89 12.81 PennyMacMtg PMT 11.9 10 13.44 +0.05 .40 34.07 22.40 RentokilInit RTO 1.9 27 26.46 +0.72.2034 75.09 49.06 SkechersUSA SKX ... 15 62.29 –0.31 ... 130.95 72.33 TKO TKO ... dd 120.18 +1.11 ...
203.00 133.42 Nucor NUE 1.4 15 158.84 +15.28 .54 179.72 142.32 PenskeAuto PAG 2.6 12 158.97 +8.46 1.19 21.56 8.94 ReposiTrak TRAK .3 74 21.13 +2.14.0165 10.33 3.23 SkeenaRscs SKE ... dd 9.19 –0.41 ... 9.66 5.12 TPG RE Fin TRTX10.6 13 9.08 +0.32 .24
25.82 1.82 NuScalePower SMR ... dd 24.49 +5.48 ... 107.32 60.15 Pentair PNR .9 26 104.35 +5.88 .23 213.25 156.18 RepublicSvcs RSG 1.1 34 211.59 +13.01 .58 20.87 5.09 Skillsoft SKIL ... dd 15.44 –0.14 ... 45.88 34.63 TXNM Energy TXNM 3.5 23 44.72 +2.44.3875
60.87 44.65 Nutrien NTR 4.5 33 48.32 –0.04 .54 277.34 148.00 Penumbra PEN ... cc 236.45 +3.15 ... 24.09 15.44 ResideoTech REZI ... 20 24.01 +4.03 ... 7.48 4.72 Skillz SKLZ ... dd 5.07 –0.47 ... 23.56 17.20 TXO Partners TXO 12.4 dd 18.66 +0.21 .58
4.16 1.21 NuvationBio NUVB ... dd 2.88 +0.58 ... 11.86 10.91 PerceptionCapIV RCFA ... cc 11.54 +0.02 ... 260.49 140.81 ResMed RMD .8 33 252.38 +8.10 .53 37.72 19.00 SmartFinancial SMBK .9 19 36.14 +3.41 .08 212.60 93.61 TaiwanSemi TSM .9 32 201.20 +8.25.4871
86.57 50.05 nVentElectric NVT 1.0 22 76.95 +8.67 .19 3.77 1.70 Perfect PERF ... 37 1.89 +0.02 ... 83.29 65.87 RestaurantBrands QSR 3.4 17 67.99 –1.99 .58 3.47 1.17 SmartRent SMRT ... dd 1.52 –0.19 ... 15.08 12.58 TakedaPharm TAK 3.8 23 13.78 –0.18 .333
89.00 59.88 PerformanceFood PFGC ... 32 85.97 +5.11 ... 33.82 12.63 Revolve RVLV ... 55 31.47 +6.51 ... 56.55 35.52 Smartsheet SMAR ... dd 56.02 –0.23 ... 15.17 9.44 TalosEnergy TALO ... cc 11.83 +1.75 ...
O 92.45 71.71 SmithAO AOS 1.8 20 74.86 –0.54 .34
14.44 3.17 PerimeterSolns PRM ... dd 13.97 +0.49 ... 129.50 82.17 Revvity RVTY .2 50 122.47 +1.43 .07 25.99 17.48 TamboranRscs TBN ... dd 19.11 +0.41 ...
19.74 10.14 PermianBasin PBT 6.7 17 11.58 +0.84 .03 60.79 35.73 RexAmerRscs REX ... 12 48.50 +4.20 ... 31.72 23.65 Smith&Nephew SNN 3.0 35 24.29 –0.95 .288 35.85 23.84 Tanger SKT 3.1 41 35.53 +2.34 .275
47.57 30.90 OFGBancorp OFG 2.3 11 44.36 +3.55 .25
18.28 12.34 PermianRscs PR 4.0 9 14.92 +1.51 .15 58.02 41.89 RexfordIndlRealty REXR 3.9 35 43.11 +0.56.4175 39.50 20.55 SmithDouglas SDHC ... 18 36.33 +2.76 ... 52.50 27.55 Tapestry TPR 2.7 15 52.22 +5.25 .35
42.96 32.06 OGE Energy OGE 3.9 22 42.90 +3.24.4212
2.24 1.03 PermianvilleRT PVL 4.8 7 1.55 –0.02 .015 40.98 26.23 RingCentral RNG ... dd 37.97 +1.52 ... 134.62 105.69 Smucker SJM 3.7 16 115.45 +2.53 1.08 192.63 81.03 TargaResources TRGP 1.6 35 192.28 +27.01 .75
17.58 10.08 O-I Glass OI ... dd 12.80 +1.56 ...
5.50 3.58 PermRock PRT 10.6 9 3.89 +0.09.0302 75.09 59.35 RioTinto RIO 6.7 10 64.43 –0.90 1.77 54.32 32.56 SmurfitWestrock SW 2.3 22 52.39 +0.93.3025 181.86 105.23 Target TGT 3.0 15 149.78 –1.06 1.12
75.37 55.50 ONE Gas OGS 3.6 19 73.34 +3.30 .66
34.60 23.89 Perrigo PRGO 4.2 dd 26.36 +0.27 .276 6.65 3.75 Riskified RSKD ... dd 4.60 +0.18 ... 17.90 8.29 Snap SNAP ... dd 12.01 –0.52 ... 73.74 42.13 TaylorMorrison TMHC ... 10 73.34 +4.65 ...
107.20 63.77 ONEOK OKE 3.7 22 107.16 +13.80 .99
17.91 12.90 PetroleoBrasil PBR 16.8 6 13.68 +0.57.2034 12.02 9.68 RithmCapital RITM 9.3 11 10.78 +0.30 .25 360.41 252.98 Snap-On SNA 2.1 18 359.27 +28.98 1.86 26.77 5.05 Team TISI ... dd 22.52 +5.44 ...
8.35 5.37 ON24 ONTF ... dd 6.58 +0.68 ...
17.32 11.93 PetroleoBrasilA PBR.A18.1 5 12.67 +0.65 .193 88.39 57.05 RobertHalf RHI 2.8 28 75.74 +8.17 .53 237.72 107.13 Snowflake SNOW ... dd 120.89 +5.40 ... 29.85 18.33 TechnipFMC FTI .7 19 28.77 +2.49 .05
19.94 12.86 Openlane KAR ... cc 19.44 +3.54 ...
31.54 25.20 Pfizer PFE 6.3 36 26.72 –1.37 .42 54.07 29.55 Roblox RBLX ... dd 52.40 +0.96 ... 64.62 32.24 SOQUIMICH SQM 3.7 cc 36.67 –2.50.5035 55.13 34.49 TeckResourcesB TECK .8 78 48.69 +1.94.0928
71.19 49.51 OccidentalPetrol OXY 1.7 12 50.53 +0.96 .22
134.15 87.82 PhilipMorris PM 4.3 20 126.24 –4.41 1.35 21.38 7.93 RocketCos. RKT ... cc 15.87 +0.16 ... 7.67 4.35 SohoHouse SHCO ... dd 5.45 +0.05 ... 80.51 32.34 Tecnoglass TGLS .6 24 76.00 +7.50 .11
30.45 18.67 OceaneeringIntl OII ... 21 27.90 +3.46 ...
174.08 111.74 Phillips66 PSX 3.6 16 126.45 +6.44 1.15 312.76 242.81 Rockwell ROK 1.9 33 272.14 +3.42 1.31 17.19 6.59 SolarisEnergy SEI 2.8 39 17.15 +4.23 .12 9.95 6.41 Teekay TK ... 5 7.95 –0.21 ...
11.22 2.57 Offerpad OPAD ... dd 3.65 +0.53 ...
4.15 1.18 PhoenixNewMedia FENG ... dd 2.65 –0.27 ... 48.19 35.55 RogersComm B RCI 4.1 18 36.32 +0.24.3611 14.03 10.14 SolarWinds SWI ... 61 13.58 +0.42 ... 74.20 44.79 TeekayTankers TNK 2.2 4 45.49 –1.19 .25
87.32 54.91 Oil-Dri ODC 1.7 16 73.35 +5.59 .155
29.16 14.28 Phreesia PHR ... dd 21.25 +2.78 ... 138.85 96.10 Rogers ROG ... 41 108.91 +6.16 ... 6.36 1.08 SoloBrands DTC ... dd 1.31 +0.08 ... 19.82 14.80 TejonRanch TRC ... dd 16.83 +0.99 ...
7.48 3.91 OilStatesIntl OIS ... dd 5.25 +0.72 ...
11.12 5.37 PiedmontOfficeA PDM 4.9 dd 10.29 +0.41 .125 51.96 37.81 Rollins ROL 1.3 52 50.18 +2.85 .165 96.05 47.16 Solventum SOLV ... ... 72.43 –0.03 ... 22.54 6.76 TeladocHealth TDOC ... dd 9.23 +0.02 ...
36.69 23.05 OkeanisEcoTankers ECO .0 6 23.71 –2.47 1.10
92.59 65.20 PinnacleWest PNW 3.9 17 91.81 +5.98 .895 126.96 83.57 RoyalBkCanada RY ... 15 123.63 +1.84 ... 66.25 47.82 SonicAutomotive SAH 2.2 11 64.60 +7.49 .35 12.06 4.88 TelecomArgentina TEO ... 26 11.51 +2.23 ...
28.12 5.35 Oklo OKLO ... dd 24.47 +2.80 ...
16.00 0.56 Pinstripes PNST ... ... .77 +0.01 ... 228.08 92.55 RoyalCaribbean RCL .7 24 225.27 +23.21 .40 34.26 8.64 SonidaSrLiving SNDA ... dd 25.28 –0.06 ... 492.00 355.41 TeledyneTech TDY ... 25 489.24 +34.04 ...
37.16 27.20 OldRepublic ORI 2.9 11 36.83 +2.33 .265
45.19 27.00 Pinterest PINS ... cc 29.18 –2.84 ... 45.09 28.34 Rubrik RBRK ... dd 44.76 +3.38 ... 61.73 48.22 SonocoProducts SON 4.1 17 50.66 –0.48 .52 257.85 194.58 Teleflex TFX .7 39 195.55 –15.66 .34
60.60 39.47 Olin OLN 1.8 36 44.29 +3.43 .20
347.15 140.01 PiperSandler PIPR .7 36 334.44 +50.78 .65 11.59 3.56 RushStreetInt RSI ... dd 10.90 –0.01 ... 20.67 15.02 Sony SONY .4 52 19.91 +2.18.0631 11.43 8.02 TelefonicaBras VIV 3.4 14 9.01 +0.06.0373
6.84 4.20 Olo OLO ... dd 5.74 +0.63 ...
8.80 3.68 PitneyBowes PBI 2.6 dd 7.58 +0.38 .05 73.10 41.49 RyanSpecialty RYAN .6 93 71.39 +4.68 .11 26.11 21.12 SouthBow SOBO ... ... 23.65 –1.06 ... 4.93 3.82 Telefonica TEF 5.3 dd 4.46 –0.19.1628
44.42 27.53 OmegaHealthcare OHI 6.5 31 41.35 +0.15 .67
98.59 54.35 PlanetFitness PLNT ... 51 95.31 +16.34 ... 163.15 100.55 RyderSystem R 2.0 15 162.82 +15.32 .81 111.99 67.72 SouthState SSB 2.0 17 108.39 +10.97 .54 26.85 16.62 TelekmIndonesia TLK 9.7 12 17.30 –0.191.1116
107.00 74.41 Omnicom OMC 2.7 14 104.46 +3.38 .70
94.45 65.80 Southern SO 3.2 21 88.64 +0.10 .72
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

52.80 24.15 OnHolding ONON ... 96 51.49 +4.99 ... 2.89 1.67 PlanetLabs PL ... dd 2.51 +0.24 ... 36.20 17.57 RyersonHolding RYI 3.0 42 25.38 +3.88.1875 34.57 13.69 Telephone&Data TDS .5 dd 31.99 +4.51 .04
11.75 6.99 PlayAGS AGS ... 98 11.63 –0.04 ... 122.91 91.46 RymanHospitality RHP 4.0 20 112.50 +4.97 1.15 128.27 68.13 SoCopper SCCO 2.2 28 107.11 –2.31 .70 57.13 36.12 TempurSealy TPX 1.0 25 54.42 +6.59 .13
29.11 18.42 OneLiberty OLP 6.2 18 28.91 +2.56 .45
25.55 19.84 PlymouthIndREIT PLYM 4.6 cc 20.90 +0.70 .24 35.18 22.58 SouthwestAir LUV 2.3 dd 31.78 +1.17 .18 40.73 27.24 Tenaris TS .0 8 36.97 +3.75 .80
4.98 0.87 OneConnectFin OCFT ... dd 2.65 +0.02 ... S
100.91 68.45 Polaris PII 3.8 19 68.93 –1.47 .66 79.03 57.03 SouthwestGas SWX 3.3 30 75.01 +2.96 .62 15.77 6.77 TencentMusic TME 1.2 23 11.39 +0.27 .137
55.40 36.59 OneMain OMF 7.6 12 55.01 +5.23 1.04
49.85 39.14 PortlandGenElec POR 4.3 14 47.02 +0.92 .50 96.74 65.27 SpectrumBrands SPB 1.8 29 92.62 +1.48 .42 171.20 52.08 TenetHealthcare THC ... 5 165.21 +9.08 ...
36.91 22.40 Onity ONIT ... 20 31.21 +1.56 ... 243.01 143.01 SAP SAP .7 95 237.56 +4.452.3852
118.96 82.86 PostHoldings POST ... 21 110.65 +0.94 ... 51.83 27.02 SphereEnt SPHR ... dd 43.81 +1.79 ... 124.11 82.54 Tennant TNC 1.3 16 90.53 +7.34 .295
238.93 118.90 OntoInnovation ONTO ... 48 176.04 –0.06 ... 533.29 387.06 S&P Global SPGI .7 44 502.82 +19.51 .91
15.15 13.00 PostalRealty PSTL 6.6 cc 14.49 +0.17 .24 19.40 4.50 SpireGlobal SPIR ... dd 10.68 –0.02 ... 49.44 24.02 Teradata TDC ... 36 29.89 –3.34 ...
13.49 6.50 Ooma OOMA ... dd 13.21 +0.98 ... 15.36 6.02 SeacorMarine SMHI ... dd 6.86 +0.69 ...
79.07 49.67 PrecisionDrilling PDS ... 5 63.91 +4.66 ... 68.02 56.36 Spire SR 4.7 15 64.42 +1.91 .755 68.08 47.54 Terex TEX 1.2 8 55.73 +4.32 .17
63.27 36.93 Oppenheimer A OPY 1.2 10 61.67 +3.79 .18 2.57 0.34 SES AI SES ... dd .37 –0.08 ...
81.25 56.61 PrestigeCnsHlth PBH ... 20 80.37 +6.32 ... 37.08 23.64 SpiritAeroSys SPR ... dd 31.15 –1.75 ... 71.63 53.23 TerrenoRealty TRNO 3.2 34 62.00 +2.10 .49
6.87 2.30 OppFi OPFI .0 41 6.50 +1.45 .12 14.62 10.12 SFL SFL 10.5 ... 10.30 –0.32 .27
298.29 184.76 Primerica PRI 1.2 23 297.73 +23.29 .90 17.02 1.40 SpiritAirlines SAVE .0 dd 2.70 +0.23 .10 5.08 2.68 TetraTech TTI ... cc 3.65 +0.37 ...
190.16 99.26 Oracle ORCL .8 49 189.25 +19.23 .40 18.15 9.95 SITE Centers SITC 13.1 1 15.86 –0.20.1014
28.06 14.06 PrimoWater PRMW 1.5 47 24.21 –2.32 .82 405.93 167.64 Spotify SPOT ... cc 400.68 +16.18 ... 19.31 8.55 TevaPharm TEVA ... dd 17.11 –1.34 ...
9.08 6.73 OrchidIsland ORC 18.2 8 7.91 +0.39 .12 24.58 19.88 SK Telecom SKM ... 10 22.24 –0.50 ...
81.71 29.14 PrimorisSvcs PRIM .4 27 81.64 +18.05 .08 17.14 6.91 Sprinklr CXM ... 42 7.56 +0.02 ... 1417.72 467.62 TexasPacLand TPL .3 70 1374.06 +201.44 1.60
23.10 10.84 Organon OGN 7.0 3 16.04 –2.03 .28 82.19 29.26 SLGreenRealty SLG 3.7 dd 80.73 +6.34 .25
17.79 10.76 ProAssurance PRA ... dd 16.99 +2.41 ... 48.00 28.70 Sprott SII 2.8 24 43.35 –1.02 .30 97.34 74.13 Textron TXT .1 19 87.56 +6.10 .02
37.56 27.69 OriginBancorp OBK 1.7 14 34.72 +3.33 .15 53.26 34.13 SM Energy SM 1.8 6 43.37 +3.09 .20
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

83.35 49.46 ProcoreTech PCOR ... dd 70.46 +3.83 ... 4.89 2.35 SprucePower SPRU ... dd 2.43 –0.08 ... 627.88 437.26 ThermoFisher TMO .3 35 551.74 –6.18 .39
12.12 4.09 OrionGroup ORN ... dd 7.62 +1.32 ... 6.88 0.50 SOS SOS ... dd .67 –0.05 ...
177.94 142.50 Procter&Gamble PG 2.4 29 167.71 +2.611.0065 64.69 47.90 St.Joe JOE 1.1 45 52.68 +2.00 .14 35.93 23.76 Thermon THR ... 22 28.45 +2.04 ...
6.22 3.01 OrionOffice ONL 9.8 dd 4.07 +0.35 .10 173.30 82.93 SPX Tech SPXC ... 45 169.09 +23.89 ...
263.39 149.14 Progressive PGR .2 19 261.52 +18.80 .10 41.71 26.09 StandardMotor SMP 3.3 13 34.98 +2.92 .29 176.03 129.69 ThomsonReuters TRI 1.3 33 168.23 +3.45 .54
28.48 14.94 Orion OEC .5 29 15.67 +0.27.0207 41.63 33.99 STAG Indl STAG 4.0 38 37.38 +0.51.1233 34.38 28.19 StandardAero SARO ... dd 29.76 +1.26 ... 129.31 88.37 ThorIndustries THO 1.8 22 108.85 +4.27 .50
125.84 87.26 Orix IX 2.4 11 113.59 +7.471.7998 137.52 101.11 Prologis PLD 3.3 36 115.83 +2.43 .96 72.50 57.73 SabineRoyalty SBR 9.9 10 63.20 +2.69.5143 211.64 131.96 StandexIntl SXI .6 34 208.89 +28.81 .32 6.85 1.72 3D Systems DDD ... dd 3.34 –0.05 ...
83.85 58.73 OrmatTech ORA .6 42 83.13 +4.42 .12 6.65 3.15 PropertyGuru PGRU ... dd 6.63 ... ... 28.67 10.11 SableOffshoreA SOC ... dd 23.00 +0.88 ... 110.88 77.70 StanleyBlackDck SWK 3.6 dd 90.17 –3.21 .82 141.34 75.65 3M MMM 2.1 17 134.34 +7.12 1.51
23.79 6.61 OscarHealth OSCR ... dd 13.54 –4.11 ... 10.02 6.54 ProPetro PUMP ... dd 7.70 +1.12 ... 6.33 3.16 SafeBulkers SB 4.6 5 4.34 +0.15 .05 88.42 64.83 Stantec STN .8 37 80.64 –0.85 .153 111.42 54.53 Tidewater TDW ... 19 56.07 –2.75 ...
127.98 90.56 Oshkosh OSK 1.6 11 111.63 +8.44 .46 81.11 54.38 ProsperityBcshs PB 2.9 17 80.09 +7.02 .58 28.80 16.27 Safehold SAFE 3.3 13 21.20 +0.50 .177 22.29 18.43 StarwoodProp STWD 9.8 17 19.50 –0.23 .48 8.75 3.77 Tilly's TLYS ... dd 4.11 +0.17 ...
3.19 1.65 OsiskoDevelopment ODV ... dd 1.71 –0.06 ... 41.87 25.76 ProtoLabs PRLB ... 41 38.97 +0.97 ... 322.81 208.84 Salesforce CRM .5 56 321.95 +27.23 .40 98.45 66.27 StateStreet STT 3.2 15 94.78 +1.98 .76 94.71 70.15 Timken TKR 1.8 16 76.85 –6.30 .34
21.29 11.89 OsiskoGold OR .9 dd 20.24 –0.14.0467 22.00 13.07 ProvidentFinSvcs PFS 4.5 20 21.18 +2.33 .24 13.96 8.12 SallyBeauty SBH ... 9 12.81 –0.31 ... 42.58 33.12 SteelPartners SPLP ... 4 36.12 –3.85 ... 15.33 6.34 TItanIntl TWI ... dd 7.36 +0.57 ...
106.33 80.64 OtisWorldwide OTIS 1.6 25 100.03 +0.59 .39 129.13 90.90 PrudentialFinl PRU 4.3 11 121.89 +0.61 1.30 52.81 23.12 Samsara IOT ... dd 52.72 +6.50 ... 14.74 11.12 Steelcase SCS 3.0 12 13.14 +1.00 .10 38.40 13.77 Toast TOST ... dd 37.48 +6.50 ...
16.88 4.56 Ouster OUST ... dd 7.99 +0.99 ... 23.73 15.77 Prudential PUK ... 26 16.51 –0.06 ... 7.43 3.21 SanJuanBasin SJT 8.5 15 4.02 +0.11.0229 29.51 12.74 Stellantis STLA12.3 3 13.40 –0.301.6517 160.12 78.45 TollBros TOL .6 11 157.59 +11.09 .23
19.33 11.06 OutfrontMedia OUT 6.8 14 17.67 –0.10 .30 92.20 56.85 PublicServiceEnt PEG 2.8 21 85.82 –1.49 .60 15.31 10.94 SandRidgeEnergy SD 3.7 9 11.84 +0.77 .11 30.92 21.27 StellarBancorp STEL 1.8 14 29.69 +3.02 .13 34.80 27.58 TootsieRoll TR 1.2 23 30.82 +1.12 .09
55.95 36.91 Ovintiv OVV 2.8 6 43.17 +4.21 .30 369.99 241.60 PublicStorage PSA 3.5 35 339.42 +15.763.00 6.50 3.96 SandstormGold SAND 1.0 49 5.77 –0.32.0149 4.30 0.30 Stem STEM ... dd .36 –0.04 ... 495.68 264.47 TopBuild BLD ... 19 368.89 +15.16 ...
28.35 11.42 Owens&Minor OMI ... dd 12.90 –0.46 ... 149.47 80.60 PulteGroup PHM .6 10 132.70 +4.32 .20 27.00 21.56 SaratogaInvt SAR 11.9 16 24.84 +1.61 .35 96.68 69.78 Stepan SCL 1.9 40 79.05 +6.16 .385 16.89 9.05 TopgolfCallaway MODG ... cc 9.63 –0.16 ...
193.93 121.32 OwensCorning OC 1.3 16 190.44 +10.10 .60 70.41 31.00 PureStorage PSTG ... cc 52.91 +1.96 ... 12.85 5.57 Sasol SSL ... dd 5.73 +0.01 ... 248.24 195.47 Steris STE 1.0 50 219.19 –5.99 .57 102.00 77.15 Toro TTC 1.7 22 84.81 +3.31 .36
7.50 3.20 Owlet OWLT ... dd 4.94 –0.52 ... 105.00 32.97 Q2 QTWO ... dd 102.74 +17.65 ... 42.19 34.53 SaulCenters BFS 5.6 23 41.83 +3.08 .59 34.73 16.56 Stevanato STVN .3 47 21.78 +2.19.0573 65.12 53.52 TorontoDomBk TD 5.3 18 56.66 +1.67.7451
113.88 72.24 OxfordIndustries OXM 3.5 42 77.00 +4.12 .67 47.44 38.66 Qiagen QGEN .0 cc 43.76 +0.68 1.28 21.33 7.78 SaversValue SVV ... 23 10.14 –0.14 ... 76.83 44.05 StewartInfo STC 2.8 34 72.37 +5.02 .50 9.14 2.18 Torrid CURV ... 31 3.96 +0.36 ...
7.77 4.06 QuadGraphics QUAD 2.7 dd 7.34 +0.98 .05 55.69 38.66 Schlumberger SLB 2.5 14 43.18 +3.42 .275
PQ 117.76 59.25 StifelFinancial SF 1.5 21 115.30 +12.03 .42 74.97 60.64 TotalEnergies TTE ... 9 61.23 –1.24 ...
221.94 151.31 QuakerHoughton KWR 1.1 25 169.95 +8.86 .485 31.71 20.50 SchneiderNatl SNDR 1.2 50 31.47 +3.06 .095 51.27 25.95 STMicroelec STM 1.2 11 26.51 –0.16 .09 13.57 8.84 TownsquareMedia TSQ 7.9 dd 9.98 +0.20.1975
43.92 16.74 PACS Group PACS ... ... 21.33 –21.61 ... 39.31 24.85 QuanexBldg NX 1.0 14 30.51 +1.49 .08 79.49 53.49 SchwabC SCHW 1.4 29 73.90 +2.96 .25 19.91 6.76 Stoneridge SRI ... dd 7.23 +0.34 ... 255.23 159.04 ToyotaMotor TM 2.5 8 172.03 –0.802.8605
62.88 27.94 PBF Energy PBF 3.3 dd 30.92 +2.84 .275 333.24 169.71 QuantaServices PWR .1 61 330.98 +27.48 .09 84.67 52.68 ScorpioTankers STNG 2.9 4 54.67 –3.72 .40 103.40 54.81 Stride LRN ... 19 101.88 +8.51 ... 3.97 1.97 Traeger COOK ... dd 3.14 +0.02 ...
20.93 15.94 PG&E PCG .2 16 20.60 +0.56 .01 10.03 4.67 QuantumScape QS ... dd 5.02 –0.10 ... 93.90 48.30 ScottsMiracleGro SMG 3.6 dd 72.60 –17.06 .66 377.83 266.93 Stryker SYK .9 40 375.96 +8.81 .80 413.74 221.22 TraneTech TT .8 38 410.58 +34.43 .84
52.81 23.46 PHINIA PHIN 1.9 22 52.07 +6.17 .25 2.60 1.52 Qudian QD ... dd 2.39 –0.02 ... 8.59 4.05 ScullyRoyalty SRL ... cc 7.72 –0.16 ... 9.30 4.32 StudioCity MSC ... dd 6.60 +0.31 ... 11.11 5.94 Transalta TAC 1.6 27 10.30 +0.03.0434
+0.02 .04 160.95 123.04 QuestDiag DGX 1.9 21 159.37 +4.08 .75 101.93 34.35 Sea SE ... dd 93.56 –1.82 ...
3.74 2.95 PHX Minerals PHX 4.7 26 3.44 48.20 38.13 SturmRuger RGR 1.7 24 41.06 +1.05 .11 43.40 26.29 TrancntlRlty TCI ... 75 27.59 +0.33 ...
163.54 81.26 PJT Partners PJT .6 39 159.39 +19.79 .25 R 20.55 9.31 SeabridgeGold SA ... cc 16.76 –0.35 ... 22.33 15.20 SuburbanPropane SPH 6.9 12 18.71 –0.07 .325 1451.32 949.99 TransDigm TDG .0 53 1350.98 +46.4875.00
30.39 22.01 PLDT PHI 5.3 11 23.31 –0.81.8233 56.46 34.74 Seadrill SDRL ... 6 40.14 +1.32 ... 14.53 9.16 SumitomoMits SMFG 2.1 38 13.99 +1.14.1677 6.88 3.85 Transocean RIG ... dd 4.47 +0.23 ...
205.20 118.56 PNC Finl PNC 3.1 17 203.97 +16.82 1.60 322.12 222.01 RBC Bearings RBC ... 47 319.85 +34.55 ... 41.14 30.87 SealedAir SEE 2.3 13 35.40 –1.19 .20 7.22 5.66 SummitHotelProp INN 4.9 cc 6.55 +0.44 .08 24.77 9.81 TransportadGas TGS ... 28 23.17 +0.75 ...
96.98 56.37 POSCO PKX 2.7 20 56.79 –3.93.4666 93.19 58.85 RB Global RBA 1.3 52 91.86 +6.76 .29 40.50 21.56 SelectMedical SEM 1.3 18 39.27 +3.32 .125 51.74 33.17 SummitMaterials SUM ... 61 50.41 +2.58 ... 113.17 51.50 TransUnion TRU .4 93 106.62 +6.74 .105
151.16 118.07 PPG Ind PPG 2.2 20 125.52 +1.11 .68 48.91 35.86 RELX RELX ... 38 47.98 +0.90 ... 14.48 6.99 SelectWater WTTR 1.8 24 13.95 +3.64 .07 40.75 15.56 SummitMidstream SMC ... 6 35.86 +2.38 ... 53.77 34.12 Travel+Leisure TNL 3.7 10 53.59 +5.03 .50
33.39 24.93 PPL PPL 3.1 30 33.06 +1.50.2575 13.70 6.94 RE/MAX RMAX ... dd 12.32 +0.97 ... 4.46 1.03 SelectQuote SLQT ... dd 2.38 +0.34 ... 147.83 110.98 SunComms SUI 3.0 67 125.32 –4.99 .94 269.56 167.08 Travelers TRV 1.6 13 256.89 +11.25 1.05
50.28 26.39 ProgHoldings PRG 1.0 13 47.92 +3.89 .12 31.85 14.72 REV REVG .7 7 29.96 +3.61 .05 91.88 66.40 Sempra SRE 2.7 20 91.25 +9.60 .62 59.81 46.41 SunLifeFinancial SLF 3.9 13 59.23 +3.63.6048 9.22 3.98 Tredegar TG ... dd 8.73 +0.58 ...
40.99 16.64 PROS PRO ... dd 22.48 +1.53 ... 367.00 212.43 RH RH ... cc 333.13 +10.36 ... 16.42 8.12 Semrush SEMR ... cc 13.26 +0.11 ... 12.55 7.47 SunCokeEnergy SXC 3.8 12 12.54 +2.72 .12 43.84 33.28 TreeHouseFoods THS ... dd 37.63 +0.81 ...
7.01 2.25 PSQ PSQH ... dd 2.93 +0.13 ... 173.02 125.77 RLI RLI .7 19 172.09 +14.88 .29 15.25 5.73 SendasDistrib ASAI ... 13 6.16 –0.17 ... 41.95 29.45 SuncorEnergy SU ... 9 39.16 +1.57 ... 101.91 58.68 Trex TREX ... 33 72.76 +2.00 ...
11.89 7.08 P10 PX 1.2 cc 11.68 +0.79 .035 12.39 8.74 RLJ Lodging RLJ 6.2 33 9.72 +0.95 .15 43.14 30.56 SensataTech ST 1.5 dd 33.09 –1.39 .12 12.55 4.25 SunlandsTech STG ... 1 6.97 +0.37 ... 47.78 27.53 TriPointe TPH ... 9 42.67 +2.17 ...
141.15 74.81 PVH PVH .1 8 104.23 +5.77.0375 2.40 1.50 RLX Tech RLX .5 24 1.63 +0.02.008 82.99 55.02 SensientTech SXT 2.1 38 79.57 +3.93 .41 16.36 2.99 SunnovaEnergy NOVA ... dd 3.14 –2.59 ... 134.67 74.32 TriNet TNET 1.1 18 92.74 +8.71 .25
245.00 148.50 PackagingCpAm PKG 2.1 28 240.59 +10.60 1.25 8.19 5.63 RPC RES 2.7 11 6.01 +0.37 .04 30.76 14.33 SentinelOne S ... dd 27.57 +1.56 ... 64.89 49.45 Sunoco SUN 6.7 12 52.58 +1.67.8756 37.54 23.00 TrinityIndustries TRN 3.0 18 37.14 +4.56 .28
26.70 16.46 PagerDuty PD ... dd 19.89 +1.42 ... 135.95 96.09 RPM RPM 1.5 28 134.77 +8.34 .51 7.43 0.85 SequansComms SQNS ... ... 2.64 +0.04 ... 11.59 9.38 SunstoneHotel SHO 3.0 13 10.81 +0.68 .09 8.83 1.94 Trinseo TSE 1.0 dd 3.83 –0.62 .01
14.98 7.42 PagSeguroDig PAGS ... 7 8.12 +0.06 ... 128.70 78.00 RTX RTX 2.0 35 123.55 +4.80 .63 9.87 3.63 SeritageGrowth SRG ... dd 4.24 –0.08 ... 5.50 2.63 SuperGroup SGHC 7.5 cc 5.36 +1.28 .10 18.88 11.75 TripleFlagPrecMtl TFPM 1.2 dd 16.97 –0.05 .055
58.48 15.66 PalantirTech PLTR ... cc 58.39 +16.47 ... 32.82 17.51 RXO RXO ... dd 29.79 +1.86 ... 87.12 57.03 ServiceIntl SCI 1.4 25 86.94 +5.32 .30 4.57 2.10 SuperiorIndsIntl SUP ... dd 2.71 ... ... 11.58 6.44 TriplePtVent TPVG15.2 37 7.87 +1.29 .30
71.44 35.19 PampaEnergia PAM ... 11 70.16 +4.14 ... 37.86 24.92 RadianGroup RDN 2.9 9 33.48 +1.81 .245 1024.44 615.54 ServiceNow NOW ... cc 1008.08 +64.67 ... 11.83 0.90 SurfAirMobility SRFM ... dd 2.15 +0.37 ... 17.87 9.89 TriumphGroup TGI ... dd 15.90 +2.17 ...
26.05 12.16 PanAmerSilver PAAS 1.8 dd 22.64 –0.35 .10 2.50 1.29 Rafael RFL ... dd 1.95 +0.12 ... 98.00 46.06 ServisFirst SFBS 1.3 26 95.98 +11.67 .30 12.98 8.78 Suzano SUZ 1.8 16 10.17 –0.05.3429 20.70 10.77 Tronox TROX 4.2 dd 11.82 –0.18 .125
40.70 14.84 ParPacific PARR ... 3 16.14 +0.53 ... 237.16 113.92 RalphLauren RL 1.5 21 222.58 +24.92 .825 134.90 54.06 ShakeShack SHAK ... cc 131.33 +7.23 ... 42.77 8.64 Sweetgreen SG ... dd 39.69 +1.67 ... 16.14 6.97 TrueBlue TBI ... dd 7.87 +0.27 ...
74.64 31.97 ParTechnology PAR ... dd 74.24 +12.81 ... 39.33 27.29 RangeResources RRC 1.0 17 33.03 +3.21 .08 112.93 41.12 SharkNinja SN .0 41 104.29 +15.17 1.08 95.74 44.13 Sylvamo SLVM 1.9 17 95.69 +10.69 .45 47.03 28.93 TruistFinl TFC 4.6 dd 45.22 +2.40 .52
14.79 4.65 Paragon28 FNA ... dd 7.15 +1.53 ... 15.30 9.27 RangerEnergySvcs RNGR 1.3 24 15.26 +2.10 .05 74.61 60.34 Shell SHEL 4.1 14 67.06 –0.43 .688 67.76 28.84 SynchronyFinl SYF 1.6 8 63.79 +8.54 .25 31.48 18.88 TsakosEnergy TEN 5.7 4 21.03 –0.64 .60
 40 BARRON’S November 11, 2024

D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

Five-Day Nasdaq Composite

8.47 4.48 TurkcellIletism TKC 2.6 14 6.60 +0.37.2216 83.93 63.11 VoyaFinancial VOYA 2.2 13 81.28 +1.31 .45 A
52.51 21.20 TurningPoint TPB .5 21 51.69 +3.56 .07 298.31 208.56 VulcanMatls VMC .6 46 292.31 +21.92 .46
139.63 57.35 AAON AAON .2 62 138.24 +24.77 .08
34.55 6.86 TutorPerini TPC ... dd 30.51 +4.20 ...
W 32.59 14.15 AcadiaPharm ACAD ... 23 17.66 +2.85 ...
2.50 1.28 Tuya TUYA .0 dd 1.51 ....0589
9.25 3.36 ACELYRIN SLRN ... dd 5.90 +0.28 ...
92.53 52.51 Twilio TWLO ... dd 92.29 +7.45 ... 3.92 1.92 W&T Offshore WTI 1.9 dd 2.15 +0.06 .01 59.60 24.76 ACI Worldwide ACIW ... 27 58.01 +8.52 ...
Trump Card: Tesla topped a trillion, after Musk’s booster rocket landed
14.59 11.28 TwoHarbors TWO15.2 dd 11.88 +0.48 .45
631.43 397.80 TylerTech TYL ... cc 623.22 +20.47 ...
100.31 75.13 WEC Energy WEC 3.4 24 97.59 +2.02 .835 5.14 2.25 AC Immune ACIU ... dd 3.20 +0.20 ... Trump in the White House. Trump Media and crypto stocks jumped, too.
244.04 165.51 WEX WEX ... 23 184.06 +10.27 ... 34.40 13.94 ACM Research ACMR ... 15 19.22 +0.67 ...
66.88 45.13 TysonFoods TSN 3.3 dd 59.59 +1.23 .49 24.63 10.33 WKKellogg KLG 3.5 23 18.05 +1.32 .16 21.22 12.84 ACV Auctions ACVA ... dd 20.13 +3.09 ...
The Nasdaq Composite Index ended the week at 19,287—up a big 5.7%.
U 72.57 39.85 WNS WNS ... 21 54.65 +7.20 ... 23.52 3.60 ADMA Biologics ADMA ... cc 22.62 +3.25 ...
67.40 53.01 W.P.Carey WPC 6.2 22 56.73 +1.61 .875 8.16 4.34 Adtran ADTN ... dd 8.08 +1.90 ... Monday Tuesday Wednesday Thursday Friday
33.34 24.07 UBS Group UBS 2.2 38 32.34 +1.23 .70 55.74 42.49 WPP WPP 4.6 46 54.55 +1.31.9542 10.85 8.25 AGNC Invt AGNC14.9 7 9.66 +0.35 .12
47.55 31.87 UDR UDR 3.8 cc 44.48 +3.18 .425 30.07 15.94 WabashNational WNC 1.6 dd 19.81 +2.36 .08 7.48 1.04 AIX AIFU ... 2 1.24 +0.08 ...
19,340
26.15 20.32 UGI UGI 6.3 8 23.81 +0.35 .375 202.33 111.15 Wabtec WAB .4 33 200.69 +13.85 .20 17.83 1.34 AlxOncology ALXO ... dd 1.45 ... ...
79.04 51.63 U-Haul UHAL ... 33 75.01 +2.15 ... 118.19 68.88 Walker&Dunlop WD 2.3 40 111.93 +4.15 .65 20.97 7.08 AMC Networks AMCX ... 7 8.56 +0.35 ...
73.97 48.51 U-Haul N UHAL.B .3 30 67.30 +0.27 .05 2.09 0.82 Wallbox WBX ... dd .89 +0.03 ... 59.50 41.97 Amerisafe AMSF 2.5 18 59.01 +5.233.00 19,030
59.23 33.15 UL Solutions ULS 1.0 34 51.36 –0.24 .125 85.54 49.85 Walmart WMT 1.0 44 84.83 +2.64.2075 47.39 24.22 A-MarkPrecMet AMRK 2.5 13 31.58 –5.70 .20
20.64 13.91 UMH Prop UMH 4.4 cc 19.34 +1.13 .215 19.93 9.83 WarbyParker WRBY ... dd 19.51 +2.06 ... 70.81 48.20 ANI Pharm ANIP ... 50 61.44 +3.25 ...
63.52 45.26 Unitil UTL 2.8 20 59.80 +3.48 .425 75.53 46.27 WarriorMetCoal HCC .4 10 74.71 +10.07 .08 364.31 275.81 Ansys ANSS ... 53 342.18 +18.43 ...
28.47 21.06 USA Compression USAC 9.1 42 23.05 +1.20 .525 187.54 129.31 WasteConnections WCN .7 51 184.04 +7.08 .315
18,720
22.22 0.87 AN2 Therap ANTX ... dd 1.10 +0.02 ...
54.81 34.15 UsanaHealth USNA ... 14 40.25 +2.96 ... 226.36 168.73 WasteMgt WM 1.3 34 224.12 +10.13 .75 38.27 21.15 APA APA 4.6 3 21.77 –1.32 .25
68.31 32.01 US Cellular USM ... dd 63.97 +6.48 ... 1.53 0.94 Waterdrop WDH .0 12 1.14 +0.02 .016 16.25 10.27 ARKRestaurants ARKR 7.2 dd 10.35 –0.12.1875
67.79 41.39 US Foods USFD ... 29 66.89 +5.45 ... 393.38 246.36 Waters WAT ... 37 384.51 –2.70 ... 17.08 3.50 ARS Pharm SPRY ... dd 17.04 +1.78 ... 18,410
(Previous Friday Close)
113.63 76.18 US PhysTherapy USPH 1.9 cc 95.08 +13.70 .44 533.53 368.77 Watsco WSO 2.0 41 528.50 +54.50 2.70 1110.09 640.79 ASML ASML .9 35 669.47 –5.261.6554
9.74 5.30 UWM UWMC 6.4 dd 6.23 –0.06 .10 518.97 390.00 Watsco B WSO.B 2.1 40 518.97 +48.07 2.70 +259.19 +544.29 +285.99 +17.32
39.08 1.97 AST Space ASTS ... dd 21.99 –1.86 ... -59.93
87.00 49.90 Uber UBER ... 35 72.04 –1.21 ... 219.52 175.37 WattsWater WTS .8 25 208.45 +14.77 .43 1.65 0.50 ATA Creativity AACG ... dd 1.04 +0.03 ... 18,100
319.12 103.27 Ubiquiti UI .8 54 312.91 +42.50 .60 76.18 37.60 Wayfair W ... dd 38.85 –1.30 ... 2.85 1.02 ATAI Life ATAI ... dd 1.41 +0.33 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
27.87 10.37 UiPath PATH ... dd 13.17 +0.60 ... 14.50 7.87 WeaveComms WEAV ... dd 14.18 +1.06 ... 39.88 18.20 ATN Intl ATNI 4.4 dd 21.85 +1.30 .24
6.35 3.49 UltraparPart UGP 3.1 7 3.61 +0.11.0446 60.13 38.55 WebsterFin WBS 2.8 13 57.70 +6.98 .40 5.64 1.94 AXT AXTI ... dd 2.05 –0.06 ...
11.89 6.17 UnderArmour A UAA ... dd 9.68 +1.16 ... 76.62 58.87 WeisMarkets WMK 1.8 21 74.55 +10.31 .34 52-Week Tick Div 52-Week Tick Div
6.06 2.34 AbCelleraBio ABCL ... dd 2.70 –0.03 ...
10.62 6.02 UnderArmour C UA ... dd 8.76 +0.88 ... 74.27 40.36 WellsFargo WFC 2.3 15 70.04 +5.36 .40 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
17.02 8.75 Abivax ABVX ... dd 10.47 +0.20 ...
7.91 5.41 Unifi UFI ... dd 6.00 –0.30 ... 140.19 84.38 Welltower WELL 1.9 cc 138.20 +4.93 .67 191.75 127.90 Alphabet A GOOGL .4 24 178.35 +7.06 .20 8.74 3.27 Armlogi BTOC ... 37 6.62 +0.22 ...
13.50 0.34 AboveFood ABVE ... dd .45 +0.07 ...
201.51 149.58 Unifirst UNF .7 26 200.73 +20.85 .35 213.41 132.37 WescoIntl WCC .8 16 205.78 +17.61.4125 193.31 129.40 Alphabet C GOOG .4 24 179.86 +7.21 .20 8.26 1.95 Arq ARQ ... dd 6.92 +1.13 ...
6.72 1.18 Absci ABSI ... dd 4.07 +0.15 ...
65.87 46.46 Unilever UL 3.1 21 59.00 –2.32.4755 102.40 71.80 WestFraserTimber WFG 1.4 dd 90.33 –1.64 .32 17.34 4.88 Alphatec ATEC ... dd 9.40 +1.29 ... 20.15 5.56 ArrayTech ARRY ... dd 6.04 –0.66 ...
5.74 3.55 AcaciaResearch ACTG ... 8 4.69 +0.10 ...
258.66 208.14 UnionPacific UNP 2.2 22 241.49 +8.80 1.34 413.70 265.00 WestPharmSvcs WST .3 48 324.10 +7.60 .21 11.86 10.70 AlphaTimeAcqn ATMC ... 46 11.31 +0.03 ... 36.37 14.35 ArriVentBio AVBP ... dd 34.19 +3.41 ...
75.73 44.21 AcademySports ASO .8 8 51.38 +0.71 .11
8.49 3.32 Unisys UIS ... dd 8.07 +0.88 ... 96.45 43.20 WestAllianceBcp WAL 1.7 14 89.87 +6.56 .38 0.30 0.08 AlphaTimeRt ATMCR ... ... .18 +0.01 ... 33.49 21.50 ArrowFinancial AROW 3.4 17 33.00 +4.18 .28
87.77 40.79 AcadiaHlthcr ACHC ... 13 40.82 –1.20 ...
32.80 22.59 UtdCmtyBks UCB 3.0 21 31.70 +3.48 .24 42.80 26.81 WesternMidstrm WES 9.7 9 36.08 –0.61 .875 11.23 10.62 AlphaVestAcqn ATMV ... 37 11.23 +0.01 ... 39.83 17.05 ArrowheadPharm ARWR ... dd 21.89 +2.40 ...
15.36 3.08 Accolade ACCD ... dd 3.56 +0.36 ...
9.00 6.78 UnitedMicro UMC ... 11 7.16 +0.10 ... 14.19 10.63 WesternUnion WU 8.8 5 10.70 –0.04 .235 0.19 0.04 AlphaVestAcqnRt ATMVR ... ... .18 ... ... 9.54 4.27 Arteris AIP ... dd 8.31 +1.43 ...
3.05 1.40 Accuray ARAY ... dd 2.15 +0.40 ...
23.15 8.58 UnitedNatFoods UNFI ... dd 21.44 +0.86 ... 162.64 118.64 Westlake WLK 1.6 cc 132.15 +0.01 .525 113.12 68.44 AltairEngg ALTR ... cc 103.65 –0.35 ... 44.78 32.93 ArtesianRscs A ARTNA 3.4 18 35.86 +2.68.3014
1.76 0.63 AchillesTherap ACHL ... dd 1.05 +0.03 ...
163.82 123.12 UPS B UPS 4.9 20 132.44 –1.61 1.63 18.03 10.36 Westwood WHG 3.9 47 15.45 +0.70 .15 14.84 2.32 Altimmune ALT ... dd 7.68 +0.94 ... 17.31 9.68 ArtivaBiotherap ARTV ... ... 13.11 +2.39 ...
5.00 0.59 AclarisTherap ACRS ... dd 2.64 +0.55 ...
60.36 44.72 UtdParks&Resorts PRKS ... 14 56.77 +4.20 ... 36.27 26.73 Weyerhaeuser WY 2.5 44 31.89 +0.71 .20 4.60 0.73 AltisourcePortf ASPS ... dd .86 –0.36 ... 53.08 14.02 Arvinas ARVN ... dd 27.14 +0.24 ...
11.90 3.19 AcrivonTherap ACRV ... dd 8.57 +0.56 ...
888.62 440.14 UnitedRentals URI .7 23 875.01 +81.54 1.63 68.64 38.57 WheatonPrecMtls WPM .9 48 64.82 –0.31 .155 13.53 9.54 Alumis ALMS ... ... 12.02 +0.71 ... 161.00 86.55 AscendisPharma ASND ... dd 124.33 –0.95 ...
10.16 5.51 ActuateTherap ACTU ... ... 8.76 +0.93 ...
51.76 33.61 US Bancorp USB 4.0 15 50.21 +2.37 .50 6.08 1.15 WheelsUp UP ... dd 2.01 –0.07 ... 18.00 8.70 Alvotech ALVO ... dd 12.69 –0.33 ... 11.19 7.20 AscentIndustries ACNT ... dd 9.62 +0.22 ...
5.09 1.81 AcumenPharm ABOS ... dd 3.27 +0.43 ...
50.20 26.92 US Steel X .5 27 41.25 +2.62 .05 125.68 84.18 Whirlpool WHR 6.3 11 110.51 +7.33 1.75 38.19 18.90 AmalgamFin AMAL 1.3 10 35.68 +2.84 .12 249.00 162.26 AspenTech AZPN ... dd 245.00 +11.33 ...
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4.38 1.33 Adagene ADAG ... dd 2.64 –0.36 ...

619.80 436.38 UnitedHealth UNH 1.4 40 615.81 +48.25 2.10 1900.71 1401.01 WhiteMtnIns WTM .1 7 1865.55 +60.25 1.00 1.37 0.56 Amarin AMRN ... dd .57 –0.01 ... 19.93 7.69 AssemblyBiosci ASMB ... dd 16.78 –0.11 ...
2.05 0.42 Adaptimmune ADAP ... dd .80 ... ...
43.54 13.90 UnitySoftware U ... dd 20.50 –0.33 ... 14.65 10.25 WhitestoneREIT WSR 3.4 35 14.44 +0.80.0413 212.25 139.52 Amazon.com AMZN ... 45 208.18 +10.25 ... 44.74 28.46 AstecIndustries ASTE 1.4 dd 37.82 +5.81 .13
6.33 2.28 AdaptiveBiotech ADPT ... dd 5.82 +0.51 ...
67.80 45.19 Universal UVV 6.1 11 53.08 +1.99 .81 5.80 2.31 WideOpenWest WOW ... dd 5.57 +0.40 ... 65.88 39.69 Ambarella AMBA ... dd 61.67 +3.80 ... 99.84 36.22 AsteraLabs ALAB ... dd 99.30 +26.65 ...
136.12 81.51 AddusHomeCare ADUS ... 29 127.58 +1.31 ...
47.30 32.27 UniversalHealth UHT 6.9 32 42.55 +3.06 .73 52.97 29.04 Wiley A WLY 2.7 dd 52.14 +2.42.3525 94.04 74.41 Amdocs DOX 2.1 21 92.17 +4.11 .479 87.68 60.47 AstraZeneca AZN 2.3 31 64.49 –6.93 .50
14.24 8.98 Adeia ADEA 1.7 32 11.52 –0.95 .05
243.25 127.43 UniversalHealthB UHS .4 14 207.50 +2.24 .20 52.29 28.35 Wiley B WLYB 2.7 dd 51.93 +2.15.3525 98.95 89.55 Amedisys AMED ... 39 96.71 +1.22 ... 16.90 4.26 AstriaTherap ATXS ... dd 11.82 +0.50 ...
3.77 1.05 AdicetBio ACET ... dd 1.31 +0.06 ...
23.27 15.63 UnivInsurance UVE 2.9 9 21.72 +1.56 .13 56.80 32.65 Williams WMB 3.4 24 56.31 +4.75 .475 16.15 9.07 AmerAirlines AAL ... 43 13.81 +0.27 ... 23.74 14.11 Astronics ATRO ... dd 18.09 +0.38 ...
17.48 1.85 AdlaiNortye ANL ... ... 3.54 +1.51 ...
20.32 9.22 UnvlTechInst UTI ... 40 20.30 +3.75 ... 174.26 71.92 Williams-Sonoma WSM 1.8 16 129.80 –2.40 .57 105.18 74.97 AEP AEP 3.9 19 96.40 –0.85 .93 18.83 11.83 AstroNova ALOT ... 16 13.62 +1.34 ...
638.25 433.97 Adobe ADBE ... 42 494.68 +11.88 ...
70.41 41.86 UnumGroup UNM 2.4 8 69.42 +5.30 .42 75.42 49.68 Winnebago WGO 2.2 cc 61.10 +3.99 .34 9.90 7.19 AmOutdoorBrands AOUT ... dd 9.29 +0.53 ... 39.50 4.97 AtaraBiotherap ATRA ... dd 11.31 +1.60 ...
23.65 15.81 UrbanEdgeProp UE 2.9 11 23.49 +1.50 .17 120.81 85.30 AdvEnergyInds AEIS .3 cc 117.36 +7.79 .10
7.01 4.49 Wipro WIT .3 25 6.85 +0.35.0107 21.04 5.22 AmerPubEduc APEI ... 71 17.30 +2.17 ... 4.60 2.77 AteaPharm AVIR ... dd 3.50 +0.21 ...
20.04 11.98 UtzBrands UTZ 1.4 dd 17.43 +0.08 .011 10.88 7.15 AdvFlowerCap AFCG18.3 13 9.68 +0.03 .33
12.02 6.25 WisdomTree WT 1.1 44 10.81 +0.55 .03 35.08 7.53 AmerSupercond AMSC ... dd 34.14 +5.60 ... 4.30 0.41 AthiraPharma ATHA ... dd .66 +0.05 ...
227.30 114.03 AdvMicroDevices AMD ... cc 147.95 +6.09 ...
47.43 7.28 Wolfspeed WOLF ... dd 10.03 –3.32 ... 106.57 70.58 AmericanWoodmark AMWD ... 15 100.74 +9.48 ... 44.43 33.95 AtlantaBravesC BATRK ... dd 40.64 +0.43 ...
V 4.95 1.85 AdvantageSolns ADV ... dd 3.69 +0.48 ...
22.00 7.58 WolverineWwide WWW 1.8 dd 21.97 +6.61 .10 85.68 37.98 AmerCarMart CRMT ... dd 42.25 +4.04 ... 46.65 36.78 AtlantaBravesA BATRA ... dd 42.89 +0.22 ...
7.03 2.10 Aemetis AMTX ... dd 3.35 +0.70 ...
3.40 2.20 AmeriServFin ASRV 4.2 dd 2.88 +0.17 .03
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

23.09 11.00 VF VFC 1.7 dd 20.96 –0.09 .09 21.63 15.29 WoodsideEnergy WDS 8.0 16 15.67 +0.06 .69 3.00 1.43 AtlanticAmerican AAME 1.2 dd 1.69 +0.06 .02
32.42 1.25 AerovateTherap AVTE ... dd 2.72 –0.07 ...
34.29 27.08 VICI Prop VICI 5.5 12 31.39 –0.05.4325 38.05 27.60 WooriFinl WF 6.1 4 34.24 +0.18.3912 346.85 260.52 Amgen AMGN 2.8 42 325.28 +6.06 2.25 13.00 9.58 AtlCoastal II A ACAB ... dd 10.70 –0.85 ...
232.00 116.51 AeroVironment AVAV ... cc 227.87 +11.87 ...
11.37 5.96 Vizio VZIO ... cc 11.30 +0.15 ... 105.00 65.47 Workiva WK ... dd 94.75 +15.58 ... 14.57 9.02 AmicusTherap FOLD ... dd 10.99 –0.48 ... 23.47 16.82 AtlanticaSust AY 8.1 66 22.09 +0.01.445
8.95 2.92 Affimed AFMD ... dd 3.85 +0.59 ...
8.50 4.45 VOC Energy VOC 15.1 6 4.85 –0.08 .18 31.71 19.80 WorldKinect WKC 2.4 12 27.99 +1.71 .17 44.86 23.09 AmkorTech AMKR 1.2 19 27.36 +1.36.0787 44.80 23.10 Atlanticus ATLC ... 11 44.67 +7.39 ...
52.48 21.87 AffirmA AFRM ... dd 46.48 +3.26 ...
9.59 5.72 VTEX VTEX ... cc 6.65 –0.09 ... 69.96 38.27 WorthingtonEnts WOR 1.6 56 42.40 +3.58 .32 8.95 3.99 AmnealPharm AMRX ... dd 8.73 +0.24 ... 258.69 135.29 Atlassian TEAM ... dd 237.80 +13.45 ...
22.48 14.64 Afya AFYA ... 15 17.77 +0.60 ...
69.27 37.04 V2X VVX ... cc 66.52 +5.06 ... 46.65 21.00 WorthingtonSteel WS 1.4 18 46.33 +8.71 .16 65.92 36.56 AmphastarPharm AMPH ... 16 48.31 –2.42 ... 29.15 15.06 AtourLifestyle ATAT ... 26 26.55 +0.48 ...
125.73 73.52 Agilysys AGYS ... 34 118.81 +16.42 ...
7.51 3.91 VaalcoEnergy EGY 4.5 7 5.61 +0.37.0625 96.13 67.67 WyndhamHtls WH 1.6 30 95.92 +7.90 .38 8.11 3.37 AmtechSystems ASYS ... dd 5.49 +0.04 ... 43.00 18.94 AtriCure ATRC ... dd 37.45 +3.94 ...
60.21 20.40 AgiosPharm AGIO ... 5 59.06 +14.19 ...
236.92 165.00 VailResorts MTN 5.0 29 177.86 +12.07 2.22 19.95 1.58 AmylyxPharm AMLX ... dd 6.70 +1.06 ... 25.25 16.48 AuburnNatlBncp AUBN 5.0 89 21.76 –0.03 .27
XYZ 6.43 1.65 Agora API ... dd 5.35 +2.55 ...
84.20 48.04 Valaris VAL ... 3 50.00 +1.57 ... 244.14 167.84 AnalogDevices ADI 1.6 68 225.80 +0.32 .92 14.45 7.70 AudioCodes AUDC 4.4 20 8.12 –1.01 .18
10.42 10.05 Agric&NatSolnsA ANSC ... 58 10.41 +0.02 ...
16.08 9.66 Vale VALE12.2 5 10.59 –0.01.3698 41.31 13.36 AnaptysBio ANAB ... dd 21.31 –0.37 ... 12.38 6.63 AuraBiosciences AURA ... dd 10.88 +0.73 ...
8.59 3.48 XFinancial XYF ... 2 6.45 –0.10 ... 10.61 10.15 AimeiHlthTech AFJK ... 62 10.58 ... ...
3.39 1.67 ValensSemicon VLN ... dd 1.89 +0.14 ... 10.45 3.25 AnavexLifeSci AVXL ... dd 9.24 +2.40 ... 10.05 4.71 AuriniaPharm AUPH ... dd 8.32 +1.00 ...
154.98 78.72 XPO XPO ... 49 152.23 +22.04 ... 0.30 0.15 AimeiHlthTechRt AFJKR ... ... .23 +0.02 ...
184.79 120.21 ValeroEnergy VLO 3.1 12 136.69 +8.47 1.07 61.46 41.77 Andersons ANDE 1.6 14 48.93 +3.73 .19 7.01 1.73 AuroraInnov AUR ... dd 5.61 –0.20 ...
15.84 11.67 XeniaHotels XHR 3.0 65 15.09 +0.96 .12 22.27 11.62 AirTransportSvcs ATSG ... 87 22.01 +4.61 ...
41.75 11.38 Valhi VHI .8 46 41.30 +8.10 .08 10.55 9.94 AndrettiAcqnIIA POLE ... ... 9.96 +0.01 ... 11.96 0.61 AustralianOilseeds COOT ... dd .66 –0.11 ...
7.05 1.92 XinyuanRealEst XIN ... 1 3.85 –0.01 ... 170.10 110.38 Airbnb ABNB ... 47 134.61 –1.85 ...
352.57 198.02 ValmontInds VMI .7 23 340.42 +24.29 .60 3.49 0.71 Anghami ANGH ... ... .76 ... ... 307.17 195.32 Autodesk ADSK ... 63 305.56 +18.99 ...
18.74 6.55 XPeng XPEV ... dd 14.49 +2.97 ... 8.88 2.92 AirSculptTech AIRS ... dd 8.68 +2.82 ...
48.27 31.35 Valvoline VVV ... 35 42.93 +2.56 ... 3.10 1.65 Angi ANGI ... dd 2.51 +0.16 ... 7.45 3.06 AutolusTherap AUTL ... dd 3.73 +0.23 ...
12.29 6.89 Xperi XPER ... dd 8.67 –0.59 ... 14.32 1.34 AirshipAI AISP ... 4 2.75 +0.81 ...
240.68 162.72 VeevaSystems VEEV ... 63 235.00 +22.22 ... 8.25 5.26 AngioDynamics ANGO ... dd 7.20 +0.52 ... 306.92 226.09 ADP ADP 2.0 33 304.73 +16.55 1.54
18.95 7.40 XponentialFit XPOF ... dd 16.40 +3.99 ... 129.17 87.59 AkamaiTech AKAM ... 26 89.37 –11.20 ...
20.37 13.54 VelocityFinl VEL ... 11 19.82 +0.77 ... 29.12 16.00 AnikaTherap ANIK ... dd 17.26 +0.73 ... 4.05 0.75 AutoziInternet AZI ... dd 2.53 +1.46 ...
146.08 96.61 Xylem XYL 1.2 36 124.37 +4.91 .36 37.00 13.39 AkeroTherap AKRO ... dd 34.45 +2.12 ...
67.61 41.45 Ventas VTR 2.8 dd 65.15 +0.96 .45 8.40 2.05 Annexon ANNX ... dd 7.23 –0.05 ... 19.09 10.25 AvadelPharm AVDL ... dd 15.94 +0.89 ...
54.16 33.41 Yeti YETI ... 17 38.66 +3.24 ... 6.31 1.88 Akoya AKYA ... dd 3.17 +0.44 ...
115.00 69.14 Veralto VLTO .3 33 105.55 +3.96 .09 73.80 24.34 ApellisPharm APLS ... dd 29.98 +2.00 ... 5.99 1.54 AveannaHealth AVAH ... dd 5.83 +1.24 ...
31.10 9.88 YPF YPF ... dd 29.24 +3.87 ... 77.29 51.87 Alarm.com ALRM ... 32 63.51 +10.09 ...
9.28 4.90 Veren VRN 5.6 4 5.28 +0.31.0854 86.22 43.70 ApogeeEnt APOG 1.2 18 86.03 +10.23 .25 15.64 7.08 AvePoint AVPT ... dd 14.89 +2.51 ...
6.44 3.71 Yalla YALA ... 6 4.05 +0.07 ... 8.90 3.66 Alector ALEC ... dd 5.75 +0.73 ...
18.29 13.27 VerisResidential VRE 1.5 dd 18.09 +2.00 .07 72.29 14.19 ApogeeTherap APGE ... dd 61.12 +6.63 ... 38.85 12.96 AviatNetworks AVNW ... dd 14.39 –5.86 ...
4.89 1.99 YatsenHolding YSG ... dd 3.90 +0.01 ... 12.14 6.67 AlgomaSteel ASTL 1.7 dd 11.61 +1.02 .05
45.36 35.40 Verizon VZ 6.7 17 40.48 –0.88.6775 1.79 0.11 ApollomicsA APLM ... dd .12 ... ... 50.78 5.15 AvidityBio RNA ... dd 46.72 +4.85 ...
48.99 32.56 Yelp YELP ... 22 35.93 +2.02 ... 31.00 24.14 Alico ALCO .8 8 26.34 +1.95 .05
13.49 8.71 VermilionEnergy VET 2.7 dd 9.85 +0.59.0862 274.56 164.29 AppFolio APPF ... 64 228.20 +19.68 ... 13.56 7.38 AvidXchange AVDX ... dd 10.07 +1.76 ...
7.82 4.29 Yext YEXT ... dd 7.75 +0.55 ... 335.40 186.01 AlignTech ALGN ... 38 220.51 +11.93 ...
12.79 3.55 VerticalAerospace EVTL ... dd 4.31 –0.68 ... 43.33 26.28 Appian APPN ... dd 40.78 +4.15 ... 204.77 65.73 AvisBudget CAR .0 8 92.95 +0.8910.00
9.20 2.19 YirenDigital YRD 3.0 2 6.05 +0.28 .20 14.25 4.46 AlignmentHlthcr ALHC ... dd 13.67 +0.72 ...
125.81 40.01 Vertiv VRT .0 84 125.75 +18.85 .025 237.49 164.08 Apple AAPL .4 37 226.96 +4.05 .25 59.24 43.62 Avnet AVT 2.3 15 56.56 +2.02 .33
5.97 2.86 Youdao DAO ... dd 5.33 +0.10 ... 41.36 20.55 AlkamiTech ALKT ... dd 37.87 +0.27 ...
22.37 8.92 Vestis VSTS 1.0 16 14.12 +0.72 .035 9.48 2.36 AppliedDigital APLD ... dd 7.56 +1.10 ... 2.97 1.44 Aware AWRE ... dd 1.55 +0.01 ...
143.20 123.60 Yum!Brands YUM 2.0 26 137.21 +4.87 .67 32.88 21.75 Alkermes ALKS ... 15 28.86 +2.39 ...
47.49 29.46 Viad VVI ... cc 44.53 +7.11 ... 255.89 141.94 ApplMaterials AMAT .8 22 192.03 +8.65 .40 158.61 81.47 AxcelisTechs ACLS ... 13 85.08 –1.01 ...
52.00 28.50 YumChina YUMC 1.3 22 49.31 +4.24 .16 3.41 0.54 Allakos ALLK ... dd 1.35 +0.08 ...
27.81 6.70 AppliedOptoelec AAOI ... dd 27.76 +10.92 ...
21.43 4.27 VicariousSurgical RBOT ... dd 8.40 +0.32 ... 611.88 215.44 AxonEnterprise AXON ... cc 603.18 +177.34 ...
32.24 13.00 Zeekr ZK ... dd 24.83 –0.58 ... 29.00 7.87 Allbirds BIRD ... dd 7.95 –3.11 ... 10.09 1.79 AppliedTherap APLT ... dd 10.09 +1.00 ...
36.10 15.12 Victoria'sSecret VSCO ... 20 34.96 +3.45 ... 70.75 49.70 Axonics AXNX ... dd 70.42 +0.05 ...
26.20 6.39 ZimIntShipping ZIM 4.7 dd 24.77 +0.47 .93 85.91 36.09 AllegiantTravel ALGT 3.3 dd 73.72 +10.71 .60 292.86 35.79 AppLovin APP ... 88 290.01 +126.48 ...
43.80 25.71 Viking VIK ... ... 43.62 +3.98 ... 98.40 55.02 AxsomeTherap AXSM ... dd 90.07 +1.23 ...
21.91 2.62 ZKH ZKH ... dd 3.69 –0.15 ... 33.26 19.71 AllegroMicro ALGM ... dd 21.73 +0.63 ... 12.89 11.00 APxAcqnI A APXI ... 64 11.85 +0.01 ...
4.73 1.13 VinceHolding VNCE ... 19 1.81 –0.13 ... 69.16 40.24 Azenta AZTA ... dd 44.78 +3.56 ...
27.50 15.90 ZTO Express ZTO ... 16 21.95 –1.14 ... 27.80 18.32 AllianceResource ARLP10.9 7 25.68 –0.69 .70 3.26 0.97 ApyxMedical APYX ... dd 1.52 +0.33 ...
20.19 11.50 Vipshop VIPS 2.9 7 13.97 –0.22 .41
8.40 2.06 ZeppHealth ZEPP ... dd 3.27 +0.16 ... 62.49 46.80 AlliantEnergy LNT 3.3 22 57.75 +0.01 .48 B
54.60 5.27 VirginGalactic SPCE ... dd 6.22 –0.39 ... 6.23 1.55 AquestiveTherap AQST ... dd 5.46 –0.06 ...
35.95 7.65 ZetaGlobal ZETA ... dd 35.58 +7.69 ... 36.33 16.91 Allient ALNT .5 26 22.65 +4.93 .03 4.72 1.70 ArbutusBiopharma ABUS ... dd 3.75 –0.21 ... 13.90 9.19 BCB Bancorp BCBP 5.0 11 12.89 +1.02 .16
9.44 3.55 VirnetX VHC ... dd 6.03 –0.22 ...
2.42 0.62 ZeviaPBC ZVIA ... dd 1.53 +0.37 ... 5.78 2.01 AllogeneTherap ALLO ... dd 3.08 +0.36 ... 153.60 94.77 ArcBest ARCB .4 14 116.43 +16.41 .12 11.53 6.09 BGC BGC .7 48 11.47 +1.55 .02
263.39 190.42 VirtusInvtPtrs VRTS 3.8 14 236.65 +19.59 2.25
6.24 2.55 Zhihu ZH ... dd 3.35 –0.21 ... 3.97 1.19 Allot ALLT ... dd 3.87 +0.48 ... 106.24 43.50 Arcellx ACLX ... dd 103.06 +16.89 ... 38.87 26.25 BJsRestaurants BJRI ... 28 35.53 +1.54 ...
311.15 241.97 Visa V .8 32 307.87 +17.13 .59
133.90 101.47 ZimmerBiomet ZBH .9 21 108.18 +0.91 .24 304.39 141.98 AlnylamPharm ALNY ... dd 277.43 +3.52 ... 116.47 72.85 ArchCapital ACGL .0 7 101.85 +5.835.00 119.52 68.82 BOK Fin BOKF 2.0 16 115.48 +10.05 .57
24.72 16.65 Vishay VSH 2.2 29 17.89 +0.94 .10
15.35 7.21 ZipRecruiter ZIP ... cc 10.49 +1.27 ... 47.45 19.38 Alpha&Omega AOSL ... dd 26.49 –7.51 ... 45.00 17.26 ArcturusTherap ARCT ... dd 19.63 +1.63 ... 77.12 47.98 BRP DOOO 1.2 21 49.41 –0.42.1553
35.98 21.56 VishayPrecision VPG ... 23 22.55 –0.96 ...
201.92 144.80 Zoetis ZTS 1.0 33 176.82 –5.13 .432 13.34 10.45 AlphaStarAcqn ALSA ... 33 11.74 ... ... 13.17 1.76 ArcutisBiotherap ARQT ... dd 10.82 +2.15 ... 40.09 4.07 B RileyFin RILY 38.3 dd 5.22 –0.48 .50
54.00 25.00 VistaEnergy VIST ... 9 47.63 –1.73 ...
10.85 7.61 Zuora ZUO ... dd 9.87 –0.03 ... 7.92 1.16 AlphaTeknova TKNO ... dd 7.16 +0.10 ... 10.13 3.43 Ardelyx ARDX ... dd 5.07 –1.02 ... 12.65 4.91 Backblaze BLZE ... dd 6.86 –0.31 ...
44.48 24.30 VistaOutdoor VSTO ... dd 44.09 +0.10 ...
144.77 34.24 Vistra VST .6 26 141.90 +22.39.2215 40.64 27.55 ZurnElkayWater ZWS .9 50 39.17 +2.09 .09 22.05 19.32 AresCapital ARCC 8.9 8 21.53 +0.53 .48 126.23 79.68 Baidu BIDU ... 12 88.96 –1.06 ...
58.30 25.85 VitalEnergy VTLE ... 2 31.17 +5.14 ... NYSE ARCA Nasdaq Issues includes stocks traded on the Nasdaq 611.22 327.73 argenx ARGX ... dd 596.00 +0.42 ... 40.00 2.48 Baijiayun RTC ... dd 8.08 +0.17 ...
27.85 19.63 VitesseEnergy VTS 7.6 20 27.26 +2.56 .525 Global Select and Nasdaq Global Market tiers. They are 4.45 1.01 ArgoBlockchain ARBK ... dd 1.13 –0.04 ... 43.67 28.32 BakerHughes BKR 2.0 19 43.02 +5.17 .21
45.62 31.22 Vontier VNT .2 15 40.05 +3.09 .025 14.50 13.80 FT WCM DevWld WCME ... ... 13.91 +0.11 ... eligible for inclusion on the basis of SEC-approved 19.81 8.15 Arhaus ARHS .0 17 9.68 +1.13 .50 186.03 116.98 Balchem BCPC .4 48 179.32 +7.86 .79
market value of publicly-held shares, trading volume,
45.90 19.63 VornadoRealty VNO .0 dd 45.76 +4.53 .30 33.16 23.76 KraneCnAlpha KCAI ... ... 27.55 –0.17 ... price and number of market-makers. 188.75 50.57 Arm ARM ... cc 147.48 +6.00 ... 55.82 17.33 BaldwinInsurance BWIN ... dd 46.07 +0.78 ...
 November 11, 2024 BARRON’S 41

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.01 1.27 BallardPower BLDP ... dd 1.35 –0.27 ... 113.10 65.00 CH Robinson CHRW 2.3 38 108.56 +6.74 .62 44.83 23.45 Clearfield CLFD ... dd 34.20 –2.05 ... 5.99 2.98 DallasNews DALN11.7 dd 5.48 +0.22 .16 62.58 47.98 Evergy EVRG 4.3 17 62.51 +2.93.6675
128.31 80.92 BancFirst BANF 1.5 20 122.71 +14.30 .46 1.70 0.68 CLPS CLPS .0 dd 1.05 –0.52 .13 2.12 0.85 ClearsideBiomed CLSD ... dd 1.14 +0.13 ... 138.61 98.80 Datadog DDOG ... cc 124.45 +1.19 ... 28.09 7.95 EverQuote EVER ... 52 18.42 +1.20 ...
25.02 10.60 Bandwidth BAND ... dd 19.65 +0.95 ... 230.36 190.70 CME Group CME 2.0 24 225.66 +2.05 1.15 11.55 2.35 ClimbBio CLYM ... dd 3.79 –0.03 ... 69.82 29.31 Dave&Buster's PLAY ... 14 39.26 +0.70 ... 9.44 4.89 EverspinTech MRAM ... 87 6.20 +0.33 ...
52.36 36.76 BankOZK OZK 3.5 8 46.46 +2.62 .41 29.29 17.74 CNB Fin PA CCNE 2.6 12 27.82 +2.54 .18 124.00 40.63 ClimbGlbl CLMB .6 32 119.06 +18.88 .17 63.50 5.20 Dave DAVE ... 17 53.00 +14.79 ... 9.07 1.65 EVgo EVGO ... dd 5.54 –2.43 ...
47.56 21.89 Bank7 BSVN 2.1 12 44.85 +3.48 .24 12.75 4.05 CompassPath CMPS ... dd 5.45 +0.70 ... 4.71 0.61 CloverHealth CLOV ... dd 3.41 –0.79 ... 2.22 1.27 DawsonGeophys DWSN ... dd 1.62 –0.15 ... 17.82 7.74 Evolus EOLS ... dd 13.68 –3.07 ...
12.56 8.64 BankFinancial BFIN 3.3 19 12.11 –0.12 .10 31.00 12.76 CPI Card PMTS ... 21 27.91 +6.08 ... 72.96 35.67 CoastalFinl CCB ... 24 70.57 +7.31 ... 18.07 10.90 DayOneBiopharm DAWN ... dd 16.39 +1.74 ... 12.00 2.85 Evotec EVO ... dd 4.13 +0.25 ...
32.39 22.47 BankwellFinl BWFG 2.6 16 30.76 +2.16 .20 208.38 89.39 CRA Intl CRAI 1.0 33 203.71 +17.55 .49 1376.84 668.46 CocaColaCon COKE .2 24 1224.56 +90.18 .50 23.68 4.17 DefDlyTarget2xSh SMST ... ... 4.55 –2.25 ... 3.71 1.30 Exagen XGN ... dd 2.85 +0.28 ...
75.88 41.92 Banner BANR 2.6 15 73.23 +8.33 .48 91.10 43.42 CrisprTherap CRSP ... dd 51.62 +0.86 ... 82.32 59.31 Coca-ColaEuro CCEP 2.6 21 77.89 +2.29 1.34 10.62 3.19 DefinitiveHlthcr DH ... dd 4.24 +0.06 ... 36.60 19.20 Exelixis EXEL ... 23 36.25 +2.13 ...
4.38 1.90 Baozun BZUN ... dd 2.73 –0.27 ... 57.16 39.56 CSG Systems CSGS 2.2 24 55.58 +8.99 .30 4.91 1.51 Codexis CDXS ... dd 4.08 +0.58 ... 14.10 4.05 DenaliCapAcqnA DECA ... 53 11.42 –0.18 ... 41.43 33.35 Exelon EXC 4.0 16 38.11 –0.04 .38
4.16 1.11 BarinthusBio BRNS ... dd 1.35 –0.08 ... 29.93 8.22 CSP CSPI .9 48 13.16 +0.96 .03 12.61 3.67 CogentBio COGT ... dd 10.21 –1.51 ... 32.13 14.56 DenaliTherap DNLI ... dd 31.35 +4.30 ... 45.88 26.23 ExlService EXLS ... 40 45.73 +4.08 ...
41.48 25.58 BarrettBus BBSI .8 22 41.37 +5.08 .08 422.09 167.77 CSW Industrials CSWI .2 57 420.05 +61.60 .24 86.76 50.80 CogentComm CCOI 4.7 cc 83.75 +2.14 .995 37.60 17.21 DentsplySirona XRAY 3.6 dd 17.86 –5.63 .16 17.11 8.91 eXpWorld EXPI 1.4 dd 14.02 +0.71 .05
17.89 12.11 BassettFurniture BSET 5.3 dd 15.20 +0.46 .20 40.12 30.23 CSX CSX 1.3 19 36.00 +2.61 .12 53.13 34.79 Cognex CGNX .7 83 42.91 +2.50 .08 115.42 76.04 DescartesSystems DSGX ... 78 115.00 +8.73 ... 93.58 69.12 ExpandEnergy EXE 2.5 57 92.49 +8.83 .575
28.62 18.54 BayCom BCML 1.5 13 26.85 +2.44 .10 22.63 15.71 CVB Fin CVBF 3.6 15 22.00 +2.73 .20 2.95 0.34 CognitionTherap CGTX ... dd .51 +0.03 ... 6.91 1.96 DesignTherap DSGN ... dd 5.83 +0.63 ... 190.40 107.25 Expedia EXPE ... 23 180.76 +21.36 ...
10.69 10.01 BayviewAcqnA BAYA ... 64 10.62 +0.04 ... 26.35 3.47 CabalettaBio CABA ... dd 4.49 +0.78 ... 81.75 63.79 CognizantTech CTSH 1.5 18 80.31 +5.70 .30 4.90 2.19 DestinationXL DXLG ... 12 2.94 +0.25 ... 2.66 1.24 Expensify EXFY ... dd 2.45 +0.58 ...
0.25 0.10 BayviewAcqnRt BAYAR ... ... .18 +0.02 ... 328.99 241.29 CadenceDesign CDNS ... 79 301.25 +19.16 ... 8.70 4.01 CognyteSoftware CGNT ... dd 6.93 +0.48 ... 2.88 2.14 Deswell DSWL 7.9 5 2.54 ... .10 115.75 68.70 Exponent EXPO 1.1 51 104.97 +9.58 .28
105.42 73.50 BeaconRoofing BECN ... 18 103.25 +9.91 ... 50.51 31.74 CaesarsEnt CZR ... dd 40.84 +1.62 ... 3.70 0.66 CoherusBioSci CHRS ... dd .82 +0.09 ... 142.00 62.34 DexCom DXCM ... 42 69.96 –0.39 ... 7.91 3.80 Exscientia EXAI ... dd 5.44 +0.54 ...
49.50 18.85 BeamTherap BEAM ... dd 27.06 +4.13 ... 6.81 3.50 Caesarstone CSTE ... dd 4.27 +0.22 ... 36.60 22.80 Cohu COHU ... dd 28.27 +0.92 ... 173.98 135.44 DiamondHillInvt DHIL 3.6 10 168.29 +14.91 1.50 18.77 10.50 ExtremeNetworks EXTR ... dd 16.76 +1.67 ...
248.16 126.97 BeiGene BGNE ... dd 205.47 +1.26 ... 95.06 45.07 Cal-MaineFoods CALM 4.5 10 90.95 +3.841.019 283.48 88.62 CoinbaseGlbl COIN ... 46 270.74 +87.86 ... 214.50 145.70 DiamondbkEner FANG 2.0 10 181.88 +6.07 .90 30.99 5.86 EyePointPharm EYPT ... dd 11.63 –0.43 ...
106.93 50.48 BelFuse A BELFA .2 27 103.25 +4.29 .06 31.26 20.30 CalavoGrowers CVGW 2.8 dd 28.28 +1.25 .10 42.29 24.25 CollegiumPharm COLL ... 14 32.16 –1.30 ... 32.90 20.17 DigiIntl DGII ... 71 32.34 +3.29 ... 12.23 7.72 Ezcorp EZPW ... 11 11.72 +0.16 ...
85.91 45.75 BelFuse B BELFB .3 18 81.78 +7.63 .07 25.29 9.97 Calumet CLMT ... dd 22.24 +1.12 ... 156.96 94.85 ColliersIntl CIGI .2 48 151.85 –0.09 .15 43.43 21.00 Digimarc DMRC ... dd 32.55 +0.60 ... F
57.19 43.82 BentleySystems BSY .5 44 48.58 +0.17 .06 6.50 1.08 CambiumNtwks CMBM ... dd 1.18 –0.10 ... 6.99 3.61 Collplant CLGN ... dd 3.92 +0.18 ... 35.18 17.29 DimeCommBcshs DCOM 3.0 22 33.44 +3.64 .25
26.89 13.52 FARO Tech FARO ... dd 26.88 +9.19 ...
8.88 4.49 Berry(bry) BRY 2.6 4 4.55 –0.54 .03 50.05 28.62 CamdenNational CAC 3.5 15 47.90 +5.82 .42 18.03 9.92 ColonyBankcorp CBAN 2.6 14 17.01 +1.98.1125 86.74 58.44 Diodes DIOD ... 31 64.23 +4.07 ...
52.81 39.65 CampbellSoup CPB 3.2 24 45.59 –0.74 .37 250.46 155.98 F5 FFIV ... 25 241.31 +9.11 ...
12.12 5.13 BeyondMeat BYND ... dd 5.37 –0.72 ... 31.74 17.08 ColumbiaBanking COLB 4.7 13 30.48 +2.11 .36 25.37 22.22 DirexMUBear1X MUD ... ... 22.53 –2.84 ...
140.50 59.33 Camtek CAMT .0 41 80.53 +6.32 1.33 32.50 26.99 FRP Holdings FRPH ... 78 31.13 +2.13 ...
28.09 18.33 BicaraTherap BCAX ... ... 23.82 –0.19 ... 20.46 13.79 ColumbiaFinl CLBK ... cc 18.28 +1.39 ... 77.60 25.60 DiscMedicine IRON ... dd 65.00 +17.87 ...
3.50 0.72 Canaan CAN ... dd 1.26 +0.01 ... 158.45 40.01 FTAI Aviation FTAI ... dd 157.07 +14.61 ...
28.67 12.54 BicycleTherap BCYC ... dd 24.96 +2.25 ... 87.23 73.04 ColumbiaSportswr COLM 1.4 23 83.45 +3.10 .30 12.35 10.56 DistokenAcqn DIST ... cc 11.05 +0.08 ...
26.85 11.41 CanadianSolar CSIQ ... 22 12.10 –3.02 ... 10.46 3.27 FTAI Infra FIP 1.3 dd 9.00 +0.75 .03
6.90 1.45 Big5SportingGds BGFV11.7 dd 1.71 +0.01 .05 45.84 29.26 ColumbusMcKinn CMCO .8 70 36.30 +4.34 .07 41.47 23.62 DistributionSoln DSGR ... cc 40.60 +4.81 ...
14.30 0.77 CandelTherap CADL ... dd 4.83 –0.45 ... 14.25 7.02 Falcon'sBeyondGlbl FBYD ... ... 9.05 –0.43 ...
13.47 0.75 BigTreeCloud DSY ... dd 3.40 –0.16 ... 47.11 36.43 Comcast A CMCSA 2.8 12 43.91 +0.35 .31 4.24 1.94 DiversifiedHlthcr DHC 1.5 dd 2.63 –0.84 .01
14.92 2.76 CanopyGrowth CGC ... dd 4.24 –0.62 ... 4.04 1.67 FarmerBros FARM ... dd 2.13 +0.28 ...
10.19 5.13 BigCommerce BIGC ... dd 6.23 +0.97 ... 70.02 42.48 CommerceBcshrs CBSH 1.6 18 69.45 +6.80 .27 19.45 6.57 dLocal DLO ... 19 8.40 ... ...
9.67 5.75 Cantaloupe CTLP ... 58 8.87 –0.12 ... 84.05 59.35 Fastenal FAST 1.9 41 83.33 +5.10 .39
31.77 8.80 Bilibili BILI ... dd 22.59 +0.69 ... 7.34 2.11 CommVehicle CVGI ... 2 2.53 –0.49 ... 56.41 33.81 Docebo DCBO ... 96 51.45 +3.06 ...
30.25 14.27 CanterburyPark CPHC 1.4 21 19.85 +1.16 .07 8.83 1.91 FateTherap FATE ... dd 2.42 –0.01 ...
16.61 1.85 BinahCapital BCG ... dd 1.99 –0.13 ... 7.19 0.86 CommScope COMM ... dd 4.70 –2.09 ... 79.50 39.65 DocuSign DOCU ... 17 79.38 +8.27 ...
10.12 9.99 CantorEqPtrs CEP ... ... 10.11 +0.05 ... 48.29 32.82 Ferrovial FER .0 34 38.71 –1.65.4936
21.95 11.47 BingEx FLX ... cc 11.99 –1.98 ... 61.20 38.43 CmntyTrBcp CTBI 3.3 13 57.75 +5.90 .47 151.22 60.52 DollarTree DLTR ... dd 61.41 –5.19 ...
29.48 15.00 CapitalBancorp CBNK 1.3 12 28.28 +2.64 .10 55.00 1.08 FibroBiologics FBLG ... dd 3.72 +0.54 ...
85.57 55.63 Bio-Techne TECH .4 81 75.96 +0.65 .08 173.01 68.02 CommvaultSys CVLT ... 43 171.57 +15.88 ... 12.23 6.11 Domo DOMO ... dd 9.01 +1.20 ...
39.58 25.45 CapitalCityBank CCBG 2.4 13 38.39 +3.40 .23 2.93 0.29 FibroGen FGEN ... dd .32 ... ...
26.62 18.30 BioAgeLabs BIOA ... ... 22.19 +0.28 ... 3.37 0.20 CompleteSolaria CSLR ... dd 1.94 –0.20 ... 15.98 12.26 DonegalGroup A DGICA 4.4 21 15.70 +0.55.1725
20.26 12.84 CapCleanEn CCEC 3.2 7 18.50 +0.04 .15 61.21 41.10 FidelityD&D FDBC 2.9 21 56.01 +3.82 .40
4.02 1.14 BioAtla BCAB ... dd 2.10 +0.01 ... 16.14 4.61 CompoSecure CMPO .0 14 13.94 –1.01 .30 16.00 10.75 DonegalGroup B DGICB 4.6 20 13.51 –1.01 .155
27.23 21.54 CapitalSouthwest CSWC10.0 14 22.91 –1.07 .05 46.90 24.64 FifthThirdBncp FITB 3.2 15 46.26 +3.12 .37
14.05 6.30 BioceresCrop BIOX ... cc 6.39 –0.10 ... 20.97 4.89 comScore SCOR ... dd 5.57 +0.16 ... 172.18 85.06 DoorDash DASH ... dd 171.40 +15.74 ...
7.20 4.76 CapitolFedFin CFFN 4.9 24 6.93 +0.55 .085 28.00 16.10 FinInstitutions FISI 4.5 8 26.96 +3.12 .30
8.88 4.03 BioCryst BCRX ... dd 7.78 –0.65 ... 12.57 1.53 ComtechTel CMTL ... dd 2.64 –0.27 ... 35.74 27.80 DorchesterMnls DMLP10.4 12 33.63 +1.62.9958
12.00 1.15 Captivision CAPT ... ... 1.35 –0.10 ... 12.83 10.94 FinnovateAcqnA FNVT ... cc 11.65 +0.09 ...
2.21 1.15 Biodesix BDSX ... dd 1.37 +0.07 ... 106.10 41.05 Concentrix CNXC 3.0 13 41.53 +0.02.3328 146.60 66.07 DormanProducts DORM ... 23 137.76 +9.97 ...
46.00 2.61 CarbonRevolution CREV ... ... 3.90 +0.68 ... 17.96 8.72 FinWiseBancorp FINW ... 17 17.46 +0.64 ...
268.30 170.71 Biogen BIIB ... 16 173.04 –0.75 ... 4.22 2.40 Conduent CNDT ... 2 4.10 +0.52 ... 16.75 7.16 DoubleDown DDI ... 7 16.50 +1.95 ...
20.52 2.89 Cardlytics CDLX ... dd 4.37 +0.19 ... 20.75 13.11 FirstAdvantage FA ... cc 18.48 +0.92 ...
99.56 65.35 BioMarinPharm BMRN ... 40 67.07 +0.47 ... 7.83 0.08 ConduitPharm CDT ... dd .11 +0.02 ... 20.17 6.29 DouYuIntl DOYU .0 dd 10.76 +0.20 9.71
3.80 0.68 Carecloud CCLD ... dd 2.69 +0.39 ... 48.21 28.96 FirstBancorpNC FBNC 1.9 18 45.37 +3.73 .22
22.74 3.61 BiomeaFusion BMEA ... dd 8.18 –0.86 ... 35.07 16.69 Confluent CFLT ... dd 26.50 +0.28 ... 49.57 28.69 DraftKings DKNG ... dd 40.13 +4.44 ...
34.84 6.92 CareDx CDNA ... dd 23.65 +1.01 ... 31.05 21.77 FirstBancorp FNLC 4.9 12 29.35 +3.28 .36
2.32 0.18 Bionomics BNOX ... dd .40 +0.21 ... 2.84 0.68 ConnectBiopharma CNTB ... ... 1.12 –0.06 ... 16.52 10.59 DrivenBrands DRVN ... cc 16.35 +1.60 ...
43.13 1.18 CareMax CMAX ... dd 2.11 +0.05 ... 15.87 11.20 FirstBank FRBA 1.6 9 15.00 +1.00 .06
131.49 76.53 BioNTech BNTX ... dd 110.64 –0.84 ... 12.47 0.67 ConnectMTech CNTM ... dd .81 –0.03 ... 33.43 20.68 Dropbox DBX ... 16 27.04 +1.06 ...
37.89 18.72 CarGurus CARG ... dd 34.81 +3.66 ... 28.97 19.67 FirstBusey BUSE 3.6 14 26.43 +2.17 .24
19.90 2.38 BioraTherap BIOR ... dd 2.54 –0.81 ... 29.00 17.07 ConnectOneBncp CNOB 2.7 16 26.99 +2.64 .18 5.82 3.09 DuluthHoldings DLTH ... dd 3.62 +0.01 ...
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8.33 1.50 CaribouBio CRBU ... dd 2.68 +0.47 ... 50.22 32.28 FirstBusFinSvcs FBIZ 2.1 10 48.74 +5.56 .25
8.44 3.65 Biote BTMD ... 49 5.56 +0.33 ... 28.10 11.62 ConsensusCloud CCSI ... 5 25.05 +2.15 ... 330.61 145.05 Duolingo DUOL ... cc 326.89 +33.21 ...
3.16 0.80 CarismaTherap CARM ... dd 1.01 +0.01 ... 2275.90 1363.97 FirstCitizBcshA FCNCA .4 12 2165.65 +238.88 1.95
14.38 3.36 Bioventus BVS ... dd 11.82 –1.76 ... 4.70 4.16 ConsldComm CNSL ... dd 4.66 +0.02 ... 15.01 9.74 DynavaxTechs DVAX ... cc 13.01 +1.23 ...
54.52 29.29 Carlyle CG 2.7 dd 52.33 +2.41 .35 49.02 31.00 FirstCommBkshs FCBC 2.7 17 46.60 +5.04 .31
3.91 1.01 Bitfarms BITF ... dd 2.24 +0.38 ... 38.29 23.55 ConsldWater CWCO 1.7 10 25.23 +1.58 .11 47.45 8.04 DyneTherap DYN ... dd 28.48 –0.26 ...
18.74 14.18 CarlyleSecured CGBD 9.7 10 16.47 –0.24 .05 29.77 19.00 FirstFinBncpOH FFBC 3.4 12 28.53 +2.87 .24
7.66 1.62 BlackDiamond BDTX ... dd 3.29 +0.40 ... 288.75 109.44 ConstellationEner CEG .6 26 239.37 –18.73.3525 E
3.65 0.68 CarParts.com PRTS ... dd .94 +0.11 ... 42.02 24.22 FirstFinBkshs FFIN 1.7 29 41.30 +4.85 .18
12.21 10.08 BlackHawkAcqn BKHAU ... ... 10.50 +0.02 ... 94.62 39.01 ConstructionPtrs ROAD ... 70 94.46 +15.71 ...
20.37 10.95 CarterBkshrs CARE ... 31 19.53 +1.52 ... 3.95 0.96 ECARX ECX ... dd 1.84 +0.07 ... 50.63 34.58 FirstFinIN THFF 3.7 13 48.90 +5.79 .45
10.46 10.09 BlackHawkAcqn BKHA ... 81 10.36 +0.02 ... 12.04 7.03 ConsumerPtf CPSS ... 13 10.99 +0.98 ...
11.67 10.88 CartesianGrwIIA RENE ... 32 11.67 +0.12 ... 8.50 2.27 EDAP TMS EDAP ... dd 2.57 –0.30 ... 23.50 10.91 FirstFinNW FFNW 2.4 cc 22.02 –0.24 .13
4.20 0.75 BlackHawkAcqnRt BKHAR ... ... 1.01 ... ... 6.95 4.01 ContextLogic LOGC ... dd 6.43 +0.05 ...
42.60 11.67 CartesianTherap RNAC ... dd 20.76 +1.08 ... 10.70 10.14 ESH Acqn A ESHA ... 38 10.69 +0.03 ... 13.32 8.39 FirstGuarBcshs FGBI 3.0 13 10.64 –0.09 .08
10.05 9.85 BlackSpadeII BSII ... ... 9.87 –0.01 ... 22.00 13.27 ContineumTherap CTNM ... dd 18.40 +1.75 ...
109.09 77.38 CasellaWaste CWST ... cc 106.59 +7.25 ... 0.29 0.07 ESH Acqn Rt ESHAR ... ... .07 –0.01 ... 28.38 17.96 FirstHawaiian FHB 3.8 15 27.15 +2.33 .26
88.56 66.47 Blackbaud BLKB ... 83 83.98 +6.26 ... 112.38 80.48 Cooper COO ... 58 103.75 –2.10 ...
420.27 266.56 CaseysGenStores CASY .5 30 412.85 +19.66 .50 21.50 15.29 ESSA Bancorp ESSA 3.0 11 19.87 +0.87 .15 40.73 15.73 FirstInternetBncp INBK .6 16 39.55 +4.87 .06
69.31 43.37 BlackLine BL ... 34 60.37 +4.86 ... 58.58 46.21 Copart CPRT ... 40 56.12 +4.63 ...
50.25 37.99 CassInfoSys CASS 2.8 27 44.89 +2.37 .31 17.65 11.26 EagleBncpMT EBMT 3.4 16 16.99 +0.70.1425 34.53 22.89 FirstInterBanc FIBK 5.7 14 32.77 +1.99 .47
12.43 7.71 BlkRkTCPCap TCPC15.7 dd 8.66 +0.66 .10 17.01 2.61 CoreScientific CORZ ... dd 16.96 +3.93 ...
35.84 16.20 CastleBiosci CSTL ... cc 33.29 +0.14 ... 107.33 55.43 EastWestBncp EWBC 2.2 13 101.88 +4.53 .55 43.52 28.16 FirstMerchants FRME 3.3 14 42.94 +5.95 .35
11.88 10.81 BlockchainCoinIA BCSA ... 16 11.55 ... ... 13.85 2.57 CorMedix CRMD ... dd 11.60 +1.61 ...
53.19 33.88 CathayGenBncp CATY 2.7 13 51.11 +5.18 .34 18.80 11.25 EasternBankshares EBC 2.6 8 18.28 +1.96 .12 43.30 28.86 FirstMidBcshs FMBH 2.3 13 41.36 +3.55 .24
30.13 14.72 Bloomin'Brands BLMN 6.3 59 15.15 –1.10 .24 15.07 5.60 CorsairGaming CRSR ... dd 6.54 –0.17 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

476.95 251.26 CavcoIndustries CVCO ... 27 475.98 +29.26 ... 35.78 17.82 Eastern EML 1.5 11 29.31 –1.51 .11 16.12 8.91 FirstNWBncp FNWB 2.7 dd 10.21 +0.31 .07
59.40 17.65 BlueBird BLBD ... 14 41.54 –0.53 ... 364.04 196.33 Corvel CRVL ... 76 358.99 +56.85 ...
10.14 9.95 CaysonAcqn CAPN ... ... 9.99 +0.03 ... 18.94 5.34 EbangIntl EBON ... dd 6.96 +0.61 ... 306.77 129.22 FirstSolar FSLR ... 17 193.93 –11.01 ...
11.48 7.90 BlueFoundryBncp BLFY ... dd 10.86 +0.91 ... 9.70 1.23 CorvusPharm CRVS ... dd 9.45 +0.35 ...
0.13 0.11 CaysonAcqnRt CAPNR ... ... .12 +0.01 ... 67.80 38.60 eBay EBAY 1.7 16 61.89 +3.78 .27 67.69 46.33 1stSource SRCE 2.2 12 65.15 +5.70 .36
11.70 10.74 BlueOceanA BOCN ... cc 11.48 ... ... 100.38 68.26 CoStar CSGP ... cc 77.39 +4.89 ...
31.55 18.50 CecoEnvl CECO ... 76 25.08 +1.61 ... 30.08 9.53 EchoStar SATS ... dd 25.81 +1.13 ... 34.14 17.49 FirstUnited FUNC 2.6 14 33.95 +2.27 .22
5.53 0.34 bluebirdbio BLUE ... dd .41 –0.06 ... 962.00 564.94 Costco COST .5 57 943.80 +66.49 1.16
21.00 7.26 CellebriteDI CLBT ... dd 18.61 +0.08 ... 37.29 5.12 EdgewiseTherap EWTX ... dd 36.38 +2.38 ... 25.98 12.90 FirstWatchRest FWRG ... 63 21.07 +3.90 ...
121.90 56.75 BlueprintMed BPMC ... dd 100.83 +10.13 ... 32.00 13.53 Couchbase BASE ... dd 18.17 +1.92 ...
3.77 1.70 Cellectis CLLS ... dd 1.77 –0.03 ... 11.69 2.70 EditasMedicine EDIT ... dd 3.12 +0.21 ... 21.87 12.84 FirstWesternFin MYFW ... 33 20.50 +1.56 ...
1.56 0.55 BoltBiotherap BOLT ... dd .65 –0.01 ... 83.52 34.88 CrackerBarrel CBRL 2.2 25 46.37 –0.61 .25
17.59 5.58 CentessaPharm CNTA ... dd 16.50 +0.83 ... 2.95 0.80 EducDev EDUC ... dd 2.03 –0.03 ... 133.64 101.62 FirstCash FCFS 1.4 20 109.08 +3.00 .38
17.02 0.27 BoltProjects BSLK ... dd .37 –0.10 ... 4.40 0.36 CreativeMedia CMCT88.2 dd .38 +0.02.0833
47.48 30.08 CentralGarden CENT ... 17 36.87 +2.12 ... 22.98 9.51 EHang EH ... dd 16.51 –0.54 ... 192.71 141.26 FirstService FSV .5 79 188.05 +0.86 .25
5060.50 3012.98 Booking BKNG .7 34 4943.27 +194.16 8.75 616.66 406.53 CreditAcceptance CACC ... 30 450.00 +32.67 ...
41.03 27.70 CentralGardenA CENTA ... 15 31.75 +2.07 ... 9.45 3.58 eHealth EHTH ... dd 5.30 +0.44 ... 43.80 29.51 FirstSunCapBncp FSUN ... 12 36.84 +1.14 ...
15.24 2.82 BoundlessBio BOLD ... dd 3.50 +0.52 ... 48.32 15.14 CredoTech CRDO ... dd 48.00 +7.57 ...
10.25 9.96 CenturionAcqnA ALF ... ... 10.03 +0.01 ... 3.92 1.51 8x8 EGHT ... dd 2.98 +0.78 ... 216.18 64.87 FiveBelow FIVE ... 17 86.28 –9.65 ...
10.87 10.24 BowenAcqn BOWN ... 32 10.86 ... ... 19.63 15.91 CrescentCapBDC CCAP 9.1 7 18.30 +0.28 .42
22.77 6.55 CenturyAluminum CENX ... 7 22.10 +4.88 ... 16.63 6.88 89bio ETNB ... dd 10.45 +1.31 ... 2.48 0.40 5EAdvMatls FEAM ... dd .50 +0.03 ...
0.40 0.08 BowenAcqnRt BOWNR ... ... .14 –0.09 ... 10.75 6.56 Cresud CRESY .0 9 10.07 +1.06 .305
5.51 1.14 CenturyTherap IPSC ... dd 1.44 +0.18 ... 14.25 8.17 ElPolloLoco LOCO ... 16 12.90 +0.94 ... 92.40 26.60 Five9 FIVN ... dd 36.82 +5.86 ...
42.90 19.93 BowmanConsult BWMN ... dd 25.04 +3.46 ... 8.40 4.43 Cricut CRCT 3.5 20 5.77 –0.70 .10
3.38 1.69 Ceragon CRNT ... 20 2.43 –0.05 ... 237.70 175.30 ElbitSystems ESLT .9 42 229.97 +1.26 .50 35.13 20.34 FiveStarBncp FSBC 2.5 14 32.56 +2.37 .20
7.00 4.34 BraggGaming BRAG ... dd 4.45 –0.13 ... 60.93 25.75 CrineticsPharm CRNX ... dd 60.69 +4.00 ...
21.67 2.34 Cerence CRNC ... dd 3.12 +0.06 ... 160.31 124.92 ElectronicArts EA .5 41 157.91 +6.65 .19 10.10 9.99 FlagShipAcqn FSHP ... ... 10.09 +0.03 ...
10.89 3.78 Brainsway BWAY ... cc 10.86 +0.63 ... 49.93 22.65 Criteo CRTO ... 21 35.48 +2.04 ...
29.53 23.00 CeriBell CBLL ... ... 28.27 +1.85 ... 5.83 0.36 ElevationOnc ELEV ... dd .65 +0.11 ... 0.31 0.10 FlagShipAcqnRt FSHPR ... ... .16 –0.02 ...
61.53 29.18 Braze BRZE ... dd 34.59 +2.92 ... 22.50 5.32 CriticalMetals CRML ... dd 6.96 +0.66 ...
12.80 0.06 CERoTherap CERO ... dd .07 –0.01 ... 19.79 9.93 Embecta EMBC 3.9 13 15.54 +1.29 .15 40.29 18.15 Flex FLEX ... 18 40.09 +4.61 ...
44.32 21.62 BridgeBioPharma BBIO ... dd 27.09 +1.61 ... 165.32 77.16 Crocs CROX ... 7 101.30 –4.91 ...
19.87 9.99 Certara CERT ... dd 11.03 +0.78 ... 37.42 26.13 Enact ACT 2.2 8 33.76 +1.38 .185 60.58 15.72 Flexsteel FLXS 1.1 24 59.99 +3.75 .17
7.82 1.71 BridgerAerospace BAER ... dd 3.34 –0.05 ... 3.14 1.85 Cronos CRON ... dd 2.00 –0.16 ...
2.59 1.38 Cerus CERS ... dd 1.78 +0.26 ... 17.80 8.08 EnantaPharma ENTA ... dd 11.07 +0.12 ... 27.80 12.74 FluenceEnergy FLNC ... dd 20.67 –0.61 ...
14.69 7.77 BridgfordFoods BRID ... dd 8.88 –0.04 ... 23.64 10.35 CrossCtyHlthcr CCRN ... dd 10.36 –0.97 ...
39.95 25.46 ChampionX CHX 1.2 19 30.79 +2.84 .095 54.55 39.64 EncoreCapital ECPG ... dd 49.97 +4.18 ... 18.19 10.74 FlushingFinl FFIC 5.0 20 17.49 +2.11 .22
2.88 1.55 Brightcove BCOV ... dd 2.75 +0.68 ... 19.22 10.64 CrossFirstBkshs CFB ... 12 17.08 +1.38 ...
421.16 236.08 CharterComms CHTR ... 12 393.71 +27.22 ... 20.27 12.26 EnergyRecovery ERII ... 59 19.71 +1.18 ... 31.54 15.19 Flywire FLYW ... dd 20.99 +3.55 ...
56.25 40.00 BrighthouseFin BHF ... dd 50.51 +2.77 ... 398.33 190.20 CrowdStrike CRWD ... cc 330.03 +26.90 ...
210.70 138.50 CheckPoint CHKP ... 24 176.03 +5.53 ... 20.00 13.33 EnlightRenewableEn ENLT ... 35 15.75 –0.23 ... 10.25 2.70 FoghornTherap FHTX ... dd 9.35 +1.05 ...
19.58 7.85 BrightSpring BTSG ... dd 19.57 +2.32 ... 30.19 7.64 CullinanTherap CGEM ... dd 16.02 +0.24 ...
50.75 30.27 CheesecakeFct CAKE 2.3 18 46.55 +0.73 .27 30.03 9.80 EnlivenTherap ELVN ... dd 28.96 +1.33 ... 63.63 34.69 FormFactor FORM ... 24 42.10 +3.35 ...
3.81 1.52 BrilliantEarthA BRLT ... cc 1.82 +0.13 ... 2.36 1.07 CumberlandPharm CPIX ... dd 1.19 +0.07 ...
44.58 23.14 ChefsWarehouse CHEF ... 37 42.34 +2.40 ... 18.68 5.70 Enovix ENVX ... dd 9.38 +0.35 ... 87.70 57.15 FormulaSys FORTY 1.0 20 87.50 +3.06.6111
12.31 10.97 BroadCapital BRAC ... dd 11.60 ... ... 5.51 0.84 CumulusMedia CMLS ... dd .88 –0.06 ...
51.72 39.00 ChemungFinl CHMG 2.4 11 50.70 +3.39 .31 141.63 65.66 EnphaseEnergy ENPH ... cc 66.90 –16.64 ... 27.89 14.38 ForresterRes FORR ... dd 16.24 +1.65 ...
186.42 90.31 Broadcom AVGO 1.2 cc 183.64 +14.72 .53 6.30 2.22 CureVac CVAC ... dd 2.84 +0.08 ...
13.38 7.29 ChicagoAtlantic LIEN 7.8 19 12.75 –0.25 .25 158.45 101.28 EnsignGroup ENSG .2 36 148.15 –6.18 .06 92.53 49.70 Fortinet FTNT ... 46 92.04 +13.24 ...
12.58 8.01 BrooklineBncp BRKL 4.4 15 12.16 +0.89 .135 13.59 1.70 Currenc CURR ... 11 1.94 –0.23 ...
17.65 14.82 ChicagoAtlRealEst REFI 11.9 8 15.82 +0.79 .47 348.48 248.87 Enstar ESGR ... 6 325.00 +3.26 ... 41.02 16.53 Fortrea FTRE ... dd 23.50 +6.65 ...
94.86 54.55 Bruker BRKR .3 28 57.73 –1.56 .05 4.97 0.36 Cutera CUTR ... dd .39 –0.20 ...
70.50 1.77 ChijetMotor CJET ... dd 2.07 ... ... 147.57 90.65 Entegris ENTG .4 70 105.03 –2.02 .10 68.09 11.21 ForwardAir FWRD 2.7 dd 35.40 +1.16 .24
15.90 4.80 Bumble BMBL ... dd 8.07 +0.76 ... 33.14 6.40 CVRx CVRX ... dd 15.52 +2.12 ...
38.03 4.77 Children'sPlace PLCE ... dd 15.00 +0.93 ... 39.37 22.60 EnterpriseBncp EBTC 2.6 13 36.86 +4.79 .24 1.74 0.75 Fossil FOSL ... dd 1.16 –0.12 ...
10.20 2.62 BurningRockBio BNR ... dd 3.44 +0.64 ... 308.63 181.11 CyberArkSoftware CYBR ... dd 294.61 +18.45 ...
1.30 0.75 Chimerix CMRX ... dd .99 ... ... 61.68 35.76 EnterpriseFinSvcs EFSC 1.9 12 58.28 +5.59 .28 30.77 14.23 FosterLB FSTR ... 6 21.72 +2.68 ...
11.38 10.59 BurTechAcqnA BRKH ... dd 11.34 –0.04 ... 9.87 4.60 CytekBiosci CTKB ... dd 7.05 +1.94 ...
32.19 20.38 ChipMOSTechs IMOS ... 15 20.72 –1.64 ... 19.95 10.75 EntradaTherap TRDA ... 12 19.82 +2.22 ... 36.25 7.90 4D Molecular FDMT ... dd 8.12 +0.02 ...
29.68 18.97 BusFirstBcshs BFST 1.9 13 29.13 +2.82 .14 110.25 30.68 Cytokinetics CYTK ... dd 57.98 +6.16 ...
12.51 10.80 byNordicAcqnA BYNO ... cc 11.43 ... ... 190.23 123.30 ChordEnergy CHRD 3.8 7 132.01 +8.21 .19 5.85 0.98 CytomXTherap CTMX ... 6 1.09 +0.04 ...
106.98 56.33 ePlus PLUS ... 24 98.50 +9.37 ... 45.82 28.29 FoxA FOXA 1.2 11 44.60 +2.72 .27
10.52 9.99 ChurchillCapIX CCIX ... ... 10.06 +0.02 ... 6.20 4.70 EpsilonEnergy EPSN 4.2 25 5.94 +0.27.0625 42.75 25.82 FoxB FOX 1.3 10 41.56 +2.67 .27
C 150.21 111.10 ChurchillDowns CHDN .3 26 145.32 +6.84.409 D 943.02 684.14 Equinix EQIX 1.9 83 921.06 +32.76 4.26 70.13 31.19 FoxFactory FOXF ... cc 34.03 +0.01 ...
3.85 2.12 Cadiz CDZI ... dd 3.45 –0.05 ... 104.92 58.05 Cimpress CMPR ... 14 79.66 +8.41 ... 3.67 0.72 DIH US DHAI ... ... 1.30 –0.08 ... 3.45 1.51 Erasca ERAS ... dd 3.14 +0.42 ... 14.50 1.74 FractylHealth GUTS ... dd 2.47 –0.37 ...
12.30 7.80 CAMP4Therapeutics CAMP ... ... 10.59 +0.54 ... 150.96 98.65 CincinnatiFinl CINF 2.2 8 148.69 +8.04 .81 19.73 8.60 DMC Global BOOM ... dd 9.27 –0.60 ... 547.00 276.28 ErieIndemnity ERIE 1.2 40 427.42 +12.241.275 110.97 86.40 FranklinElec FELE .9 27 107.80 +10.30 .25
33.92 13.14 CARGOTherapeutics CRGX ... dd 22.36 +1.99 ... 227.24 131.37 Cintas CTAS .7 57 225.72 +20.10 .39 4.05 1.25 D-MarketElec HEPS ... dd 3.11 –0.09 ... 22.01 12.34 Escalade ESCA 4.1 16 14.71 +1.64 .15 15.56 2.25 FreightCarAmer RAIL ... dd 15.23 +1.56 ...
72.00 33.51 C&F Fin CFFI 2.6 12 67.01 +4.45 .44 7.99 2.15 CipherMining CIFR ... dd 7.16 +1.91 ... 10.43 10.07 DTCloudAcqn DYCQ ... 73 10.41 +0.04 ... 3.40 0.87 EsperionTherap ESPR ... dd 2.28 +0.25 ... 14.50 7.31 FrequencyElec FEIM .0 21 13.14 +0.47 1.00
29.90 20.75 CB FinSvcs CBFV 3.5 6 28.51 –0.06 .25 147.46 70.00 CirrusLogic CRUS ... 18 103.71 –6.59 ... 0.58 0.17 DTCloudAcqnRt DYCQR ... ... .18 ... ... 9.12 3.03 EtonPharm ETON ... dd 8.78 +0.16 ... 159.12 66.19 Freshpet FRPT ... cc 156.45 +22.76 ...
12.68 9.79 CCC Intelligent CCCS ... cc 11.41 +0.94 ... 58.30 44.50 CiscoSystems CSCO 2.8 23 58.06 +2.56 .40 10.04 9.96 DT CloudStar DTSQ ... ... 10.04 +0.02 ... 89.58 47.10 Etsy ETSY ... 27 53.31 +0.54 ... 24.98 10.81 Freshworks FRSH ... dd 16.44 +4.39 ...
263.37 187.73 CDW CDW 1.3 24 199.87 +11.49 .625 32.90 13.66 CitiTrends CTRN ... dd 19.07 +0.22 ... 0.14 0.12 DT CloudStarRt DTSQR ... ... .14 +0.01 ... 117.66 79.50 EuronetWorldwide EEFT ... 15 101.98 +3.54 ... 58.83 29.41 Frontdoor FTDR ... 19 58.39 +8.87 ...
30.00 16.02 CEVA CEVA ... dd 28.27 +4.59 ... 14.59 9.74 CtznCmntyBcp CZWI 2.2 10 14.40 +0.37 .32 11.35 10.76 DuetAcqnA DUET ... cc 11.35 +0.09 ... 16.07 4.80 EuropeanWax EWCZ ... 31 7.93 +0.57 ... 39.21 18.43 FrontierComms FYBR ... dd 34.50 –1.64 ...
11.64 9.73 CFAcqnVII A CFFS ... dd 11.16 +0.06 ... 135.83 93.02 CityHolding CHCO 2.4 17 130.77 +13.84 .79 73.75 28.82 DXP Ents DXPE ... 18 71.10 +20.75 ... 12.35 6.22 EverCommerce EVCM ... dd 11.70 +0.99 ... 8.33 2.79 Frontier ULCC ... dd 6.75 +0.78 ...
11.88 1.06 C4 Therap CCCC ... dd 6.06 +0.45 ... 7.55 3.89 Clarus CLAR 2.3 25 4.41 –0.05 .025 4.55 1.04 DadaNexus DADA ... dd 1.70 +0.03 ... 14.21 10.20 Evergreen EVGRU ... ... 11.77 –0.53 ... 1.84 0.25 FuelCell FCEL ... dd .25 –0.10 ...
50.23 25.77 CG Oncology CGON ... dd 39.94 +4.03 ... 4.13 2.17 CleanEnerFuels CLNE ... dd 3.15 +0.32 ... 15.97 7.20 Daktronics DAKT ... 73 14.93 +1.94 ... 11.79 11.05 EvergreenA EVGR ... 40 11.77 +0.02 ... 13.70 2.87 FulcrumTherap FULC ... dd 3.49 +0.28 ...
 42 BARRON’S November 11, 2024

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
30.68 18.76 FulgentGenetics FLGT ... dd 19.43 –2.18 ... 14.00 9.15 HarborOneBncp HONE 2.4 47 13.08 +1.13 .08 4.98 2.92 InfoSvcs III 5.4 dd 3.35 +0.27.045 27.73 16.64 KimballElec KE ... 41 20.77 +2.62 ... 3.26 0.85 LyellImmuno LYEL ... dd 1.22 +0.10 ...
21.47 13.19 FultonFin FULT 3.3 13 20.65 +2.59 .17 15.46 9.10 Harmonic HLIT ... 17 12.05 +1.09 ... 89.59 59.73 InglesMarkets IMKTA .9 8 71.38 +6.33 .165 5.80 2.02 KingsoftCloud KC ... dd 4.09 +1.28 ... 20.82 8.93 Lyft LYFT ... dd 17.78 +4.30 ...
44.00 14.21 FundamentalGlbl FGF ... dd 18.25 –4.00 ... 41.61 23.14 HarmonyBio HRMY ... 17 36.08 +3.00 ... 18.95 10.80 InhibrxBiosci INBX ... ... 16.21 +0.41 ... 28.15 14.12 KiniksaPharm KNSA ... dd 22.86 +0.38 ... 6.79 0.21 LyraTherap LYRA ... dd .27 +0.01 ...
12.61 5.36 Funko FNKO ... dd 11.18 –0.12 ... 59.23 7.60 Harrow HROW ... dd 52.51 +6.87 ... 26.80 14.87 InMode INMD ... 10 19.41 +2.15 ... 3.54 1.39 Kirkland's KIRK ... dd 1.78 +0.19 ... M
4.65 0.46 FusionFuelGreen HTOO ... ... .53 –0.09 ... 8.87 6.42 Harte-Hanks HHS ... dd 6.98 –0.20 ... 3.15 1.57 InnatePharma IPHA ... dd 1.84 –0.03 ... 13.10 0.29 KlothoNeuroscience KLTO ... ... .35 –0.07 ...
140.27 72.56 Macom Tech MTSI ... cc 137.86 +25.21 ...
130.50 43.61 Futu FUTU ... 24 94.51 –0.57 ... 5.56 2.30 HarvardBioSci HBIO ... dd 2.57 +0.17 ... 43.65 5.46 Innodata INOD ... cc 42.78 +21.65 ... 7.77 1.59 KodiakSciences KOD ... dd 4.92 +1.08 ...
27.50 19.33 MBX Biosci MBX ... dd 22.91 +0.45 ...
12.20 10.76 FutureTechIIA FTII ... 82 11.04 –0.09 ... 73.46 42.66 Hasbro HAS 4.3 dd 64.38 –1.44 .70 133.71 100.77 Innospec IOSP 1.3 21 121.65 +13.26 .79 31.20 13.59 KornitDigital KRNT ... dd 30.47 +7.44 ...
101.68 61.94 MGE Energy MGEE 1.8 31 101.52 +12.97 .45
G 34.13 19.27 HashiCorp HCP ... dd 34.06 +0.14 ... 6.69 3.52 InnovAge INNV ... dd 6.00 +0.07 ... 38.96 31.58 KraftHeinz KHC 4.8 30 33.00 –0.49 .40
102.42 45.44 MGP Ingredients MGPI .9 11 50.90 +5.38 .12
135.61 54.44 Hawkins HWKN .6 32 125.27 +18.87 .18 9.00 4.91 InnovSolSuprt ISSC ... 20 7.47 +0.22 ... 26.21 16.71 KratosDefense KTOS ... cc 25.97 +3.10 ...
12.43 7.75 GCM Grosvenor GCMG 3.7 dd 11.86 +0.36 .11 16.00 0.78 MkdwellTech MKDW ... 20 1.18 +0.21 ...
29.66 17.86 HawthornBcsh HWBK 2.7 31 27.65 –0.43 .19 20.37 13.31 Innoviva INVA ... 29 20.18 +0.92 ... 17.84 9.18 KrispyKreme DNUT 1.2 71 11.43 –0.10 .035
42.76 19.00 GDEV GDEV ... 12 29.59 +0.84 ... 147.40 67.92 MKS Instrum MKSI .8 cc 116.29 +15.69 .22
60.86 46.16 HaynesIntl HAYN 1.5 21 60.55 –0.16 .22 18.75 8.55 Innventure INV ... dd 11.55 +0.45 ... 1.60 0.69 KronosBio KRON ... dd .83 –0.17 ...
24.56 5.01 GDS Holdings GDS ... dd 23.21 +2.37 ... 8.25 0.09 MSP Recovery LIFW ... dd .12 +0.02 ...
11.41 5.42 HealthCatalyst HCAT ... dd 8.24 +0.54 ... 13.33 4.59 Inogen INGN ... dd 11.09 +2.40 ... 56.71 38.20 Kulicke&Soffa KLIC 1.7 dd 48.17 +2.59 .20
94.55 66.39 GE HealthCare GEHC .1 24 85.94 –1.01 .03 10.15 9.97 M3-BrigadeAcqnV MBAV ... ... 10.03 +0.01 ...
13.00 8.98 HealthcareSvcs HCSG ... 18 11.87 +0.72 ... 7.80 2.71 InozymePharma INZY ... dd 4.02 –0.34 ... 24.17 8.17 KuraOncology KURA ... dd 17.68 +0.80 ...
14.46 5.61 GEN Restaurant GENK ... 55 9.82 +0.80 ... 181.02 86.60 MYR Group MYRG ... 65 148.66 +18.57 ...
99.57 62.10 HealthEquity HQY ... 82 98.82 +12.49 ... 20.67 1.62 Inseego INSG ... dd 18.20 +0.82 ... 122.81 48.66 KuraSushiUSA KRUS ... dd 90.97 –8.84 ...
14.99 5.05 GH Research GHRS ... dd 8.61 +0.46 ... 21.88 2.95 Macrogenics MGNX ... dd 4.35 +0.48 ...
32.27 23.92 HealthStream HSTM .4 50 32.24 +2.91.028 13.00 9.12 InsightAcqnA INAQ ... dd 10.62 –0.18 ... 53.27 13.85 KymeraTherap KYMR ... dd 50.95 +4.48 ...
35.68 20.66 G-IIIApparel GIII ... 8 30.86 +0.86 ... 368.29 134.90 MadrigalPharm MDGL ... dd 350.70 +31.12 ...
14.60 9.63 HeartlandExp HTLD .7 dd 11.99 +1.08 .02 228.07 141.73 InsightEnt NSIT ... 21 170.79 –1.42 ... 35.06 4.40 KyvernaTherap KYTX ... dd 5.29 +0.40 ...
10.10 9.98 GP-ActIIIAcqnA GPAT ... ... 10.07 –0.01 ... 12.99 8.27 MagicSoftware MGIC 3.7 16 10.90 –0.27.204
68.43 27.70 HeartlandFinUSA HTLF 1.8 37 66.40 +7.73 .30 80.53 21.92 Insmed INSM ... dd 73.54 +5.22 ... L
23.36 12.33 GRAIL GRAL ... ... 14.48 +0.93 ... 15.92 6.88 Magnite MGNI ... cc 13.61 +1.20 ...
47.81 25.32 Heidrick&Strug HSII 1.3 26 47.53 +8.25 .15 9.31 3.11 Inspirato ISPO ... dd 3.23 –0.44 ...
88.85 57.37 GRAVITY GRVY ... 7 65.54 +0.99 ... 6.47 1.35 LavaTherap LVTX ... dd 1.85 –0.05 ... 12.75 9.16 MagyarBancorp MGYR 1.6 10 12.45 +0.23 .05
127.83 48.05 HelenofTroy HELE ... 10 62.48 –2.30 ... 275.52 152.04 Insulet PODD ... 46 268.00 +32.39 ...
6.02 1.88 GSI Tech GSIT ... dd 3.14 –0.01 ... 136.89 84.00 LGI Homes LGIH ... 13 109.12 +6.60 ... 113.61 39.26 MakeMyTrip MMYT ... 59 106.82 +3.63 ...
10.83 10.03 HelixAcqnIIA HLXB ... ... 10.54 –0.05 ... 59.93 30.36 Intapp INTA ... dd 59.39 +9.89 ...
6.30 2.35 Gaia GAIA ... dd 6.10 +0.69 ... 53.68 35.57 LKQ LKQ 3.1 14 38.37 +1.47 .30 56.03 30.20 MalibuBoats MBUU ... dd 43.96 +0.03 ...
8.19 4.79 HelloGroup MOMO .0 7 6.94 –0.16 .52 45.42 16.81 IntegraLifeSci IART ... dd 24.78 +5.50 ...
5.33 0.89 GainTherap GANX ... dd 2.22 –0.11 ... 312.50 187.19 LPL Financial LPLA .4 23 312.25 +31.44 .30 4.95 2.50 MammothEnergy TUSK ... dd 3.62 –0.05 ...
11.99 6.33 HennessyAdvsrs HNNA 5.4 13 10.20 +0.10.1375 17.53 7.98 IntegralAd IAS ... cc 12.49 +0.59 ...
42.46 24.16 Galapagos GLPG ... 22 27.06 +0.17 ... 20.40 11.44 LSI Inds LYTS 1.0 26 20.35 +3.86 .05 307.50 199.23 ManhattanAssoc MANH ... 81 283.48 +19.13 ...
13.43 10.30 HennessyCapVI HCVI ... dd 10.52 ... ... 51.28 18.51 Intel INTC .0 dd 26.20 +3.00 .125
13.85 7.52 Gambling.com GAMB ... 15 10.06 +0.54 ... 14.21 9.87 LakeShoreBancorp LSBK 5.3 18 13.50 –0.25 .18 7.63 3.17 MannKind MNKD ... cc 7.35 +0.18 ...
82.63 63.11 HenrySchein HSIC ... 28 68.00 –2.37 ... 34.87 13.95 IntelliaTherap NTLA ... dd 16.73 +1.92 ...
52.60 41.80 Gaming&Leisure GLPI 6.1 17 49.77 –0.05 .76 78.31 50.36 LakelandFin LKFN 2.7 19 72.38 +7.33 .48 50.01 22.13 Maplebear CART ... dd 47.72 +2.95 ...
11.01 7.66 HeritageCommerce HTBK 5.0 15 10.48 +0.83 .13 4.46 1.56 Intellicheck IDN ... dd 2.68 +0.23 ...
10.16 7.13 GarrettMotion GTX ... 8 7.71 +0.16 ... 26.10 13.86 LakelandInds LAKE .6 84 20.44 +1.17 .03 11.56 4.57 MaravaiLifeSci MRVI ... dd 5.08 –2.38 ...
27.43 16.38 HeritageFin HFWA 3.5 24 26.26 +3.06 .23 7.84 4.32 Inter INTR .5 21 6.41 +0.22 .03
17.10 7.36 Gauzy GAUZ ... dd 8.39 –0.56 ... 113.00 65.64 LamResearch LRCX 1.2 25 78.20 +3.40 .23 2.15 1.11 Marchex MCHX ... dd 1.84 +0.08 ...
10.82 2.47 HertzGlobal HTZ ... dd 3.15 +0.36 ... 173.09 72.60 InteractiveBrkrs IBKR .6 26 169.74 +15.96 .25
30.03 18.75 GenDigital GEN 1.7 30 29.53 +1.26 .125 139.88 91.20 LamarAdv LAMR 4.4 26 128.58 –2.67 1.40 29.26 18.13 Marex MRX 2.0 ... 28.63 +2.23 .14
11.55 3.28 Hesai HSAI ... dd 4.47 –0.13 ... 3.72 1.02 Intercure INCR ... ... 1.54 –0.21 ...
89.11 1.16 GeneDx WGS ... dd 77.80 +0.06 ... 215.31 161.54 LancasterColony LANC 1.9 34 197.22 +16.75 .95 11.26 0.26 MarinusPharm MRNS ... dd .35 +0.02 ...
10.06 0.29 HighestPerf HPH ... dd .30 –0.14 ... 184.25 86.56 InterDigital IDCC 1.0 20 183.07 +17.37 .45
4.65 1.05 GenerationBio GBIO ... dd 2.26 +0.05 ... 22.00 17.62 LandmarkBncp LARK 3.8 10 22.00 +0.80 .20 297.97 192.42 MarketAxess MKTX 1.1 37 274.68 –12.72 .74
17.48 12.20 HighPeakEner HPK 1.1 11 14.23 +1.70 .04 25.10 9.05 Interface TILE .2 17 25.03 +1.79 .01
6.42 3.08 Genfit GNFT ... 14 5.23 –0.65 ... 201.41 165.39 LandstarSystem LSTR .8 33 191.15 +13.95 .36 3.62 0.53 MarketWise MKTW 6.7 5 .59 ... .01
20.22 1.55 HilleVax HLVX ... dd 1.91 +0.04 ... 73.11 43.89 IntlBcshs IBOC 1.9 11 71.10 +9.27 .66
32.89 21.90 Genmab GMAB ... 22 23.08 +0.52 ... 126.89 50.20 Lantheus LNTH ... 15 87.50 –20.48 ... 7.36 3.37 Marqeta MQ ... cc 3.74 –2.11 ...
12.08 6.73 HillmanSolns HLMN ... cc 11.17 +0.34 ... 156.75 108.39 Interparfums IPAR 2.3 27 128.23 +6.54 .75
37.58 28.30 Gentex GNTX 1.6 16 30.17 –0.36 .12 5.73 1.16 LanzaTechGlobal LNZA ... dd 1.70 –0.02 ... 282.80 193.79 Marriott MAR .9 29 280.80 +20.23 .63
8.73 4.80 HimaxTechs HIMX 4.7 13 5.90 +0.14 .29 4.57 3.05 Intevac IVAC ... dd 3.28 +0.02 ...
62.93 39.86 Gentherm THRM ... 20 43.55 +0.28 ... 2.84 1.38 Largo LGO ... dd 2.39 +0.08 ... 2.00 0.15 MarsAcqnRt MARXR ... ... .27 +0.07 ...
298.00 150.11 HinghamSvg HIFS .9 27 290.05 +36.05 .63 91.68 52.88 Intra-Cellular ITCI ... dd 91.29 +4.75 ...
17.09 8.09 GeospaceTech GEOS ... 17 13.25 +1.95 ... 13.68 2.18 LarimarTherap LRMR ... dd 8.92 +1.18 ... 21.38 15.33 MartenTransport MRTN 1.3 44 18.03 +2.17 .06
84.67 67.59 Hologic HOLX ... 24 78.76 –3.57 ... 688.88 516.25 Intuit INTU .6 66 684.22 +62.48 1.04
46.58 27.23 GermanAmBncp GABC 2.4 16 45.04 +4.70 .27 7.33 2.09 Latham SWIM ... 61 5.84 –0.63 ... 4.13 2.04 MartinMidstream MMLP .5 37 3.97 –0.01.005
52.39 33.30 HomeBancorp HBCP 2.1 11 49.98 +3.58 .26 13.25 2.09 IntuitiveMachinesA LUNR ... dd 9.73 +1.62 ...
5.34 1.64 Geron GERN ... dd 4.25 +0.14 ... 85.69 40.65 LatticeSemi LSCC ... 53 54.53 +2.26 ... 95.09 50.35 MarvellTech MRVL .3 dd 93.80 +9.03 .06
16.10 4.90 HomeStreet HMST ... dd 11.07 +2.00 ... 538.49 269.49 IntuitiveSurgical ISRG ... 86 536.45 +30.11 ...
87.40 61.92 GibraltarInds ROCK ... 20 73.12 +6.17 ... 10.03 9.66 LaunchOneAcqnA LPAA ... ... 9.98 +0.01 ... 173.90 83.59 Masimo MASI ... cc 162.41 +18.19 ...
38.62 21.08 HomeTrustBcshs HTBI 1.3 12 36.84 +4.07 .12 4.75 1.53 Inventiva IVA ... dd 2.77 +0.02 ...
45.18 8.28 GigaCloudTech GCT ... 9 27.93 +5.22 ... 19.12 12.45 LaureateEduc LAUR .0 12 18.79 +1.89 .70 24.05 16.12 MasterCraftBoat MCFT ... dd 21.86 +4.22 ...
4.89 1.21 Honest HNST ... dd 4.39 +0.63 ... 26.16 25.07 InvscBS32HYCpBd BSJW 7.4 ... 25.69 +0.37.1435
9.96 9.89 GigCapital7A GIG ... ... 9.95 ... ... 9.00 3.42 Lavoro LVRO ... dd 4.87 +0.39 ... 42.43 27.66 MatchGroup MTCH ... 14 30.56 –5.13 ...
222.98 183.66 Honeywell HON 2.1 25 219.49 +10.30 1.13 24.00 9.44 Investar ISTR 1.8 13 23.16 +2.35 .105
6.80 4.04 GilatSatellite GILT ... 16 5.53 +0.27 ... 13.76 1.19 LeadRealEstate LRE ... 7 2.11 +0.14 ... 6.93 4.70 Materialise MTLS ... 37 6.72 +0.52 ...
27.15 13.09 HookerFurnishings HOFT 5.0 cc 18.43 +2.17 .23 12.37 10.88 InvestcorpAIA IVCA ... 39 11.68 +0.02 ...
98.32 62.07 GileadSciences GILD 3.2 cc 96.57 +7.05 .77 13.90 8.61 MatrixService MTRX ... dd 13.01 +1.77 ...
3.96 2.91 InvestcpCredit ICMB16.3 dd 2.95 –0.01 .12 9.99 0.22 LeddarTech LDTC ... dd .28 +0.04 ...
78.53 40.72 GitLab GTLB ... dd 60.50 +3.56 ... 14.54 9.02 HopeBancorp HOPE 4.1 16 13.53 +1.17 .14 20.60 15.87 Mattel MAT ... 12 19.55 –0.36 ...
12.16 10.95 InvestcorpEur I A IVCB .0 42 11.55 –0.45 .60 19.63 7.56 LeeEnterprises LEE ... dd 17.90 –0.15 ...
18.45 9.77 HorizonBancorp HBNC 3.6 38 18.01 +1.90 .16 4.99 1.73 Matterport MTTR ... dd 4.82 +0.27 ...
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25.29 19.20 GladstoneCap GLAD 7.8 7 25.23 +1.08 .165 29.31 18.00 LegacyHousing LEGH ... 13 27.61 +1.94 ...
11.28 10.63 HorizonSpaceI HSPO ... 33 11.27 +0.02 ... 259.00 141.41 InvestorsTitle ITIC .7 17 251.47 +20.73 .46 39.12 21.09 MatthewsIntl
17.53 11.81 GladstoneComm GOOD 7.0 87 17.20 +1.63 .10 MATW 3.9 29 24.54 +1.29 .24
5.20 0.81 Invivyd IVVD ... dd .97 +0.05 ... 13.74 5.33 LegalZoom LZ ... 64 8.49 +1.24 ...
14.96 12.46 GladstoneInvt GAIN 7.2 7 13.39 –0.10 .08 13.73 9.18 HorizonTechFin HRZN13.7 dd 9.61 +0.17 .11 5.55 3.15 MaxCyte MXCT ... dd 3.39 –0.39 ...
54.44 35.95 IonisPharm IONS ... dd 39.19 +0.43 ... 70.13 38.60 LegendBiotech LEGN ... dd 40.03 –4.33 ...
15.36 12.31 GladstoneLand LAND 4.3 dd 12.91 –0.21.0467 21.31 15.71 HostHotels HST 4.4 18 18.01 +0.68 .20 779.99 4.98 MaxeonSolar MAXN ... dd 8.82 –1.51 ...
18.33 3.76 IovanceBiotherap IOVA ... dd 10.59 –0.60 ... 104.81 47.72 LeMaitreVascular LMAT .6 57 104.25 +9.37 .16
42.88 27.30 Global-EOnline GLBE ... dd 40.05 +1.72 ... 4.50 0.43 HubCyberSecurity HUBC ... dd .52 +0.06 ... 26.59 11.08 MaxLinear MXL ... dd 16.04 +2.57 ...
5.80 1.92 iQIYI IQ ... 10 2.34 –0.12 ... 62.49 13.87 LendingTree TREE ... dd 47.42 +2.27 ...
10.59 10.04 GlobalLightsAcqn GLAC ... dd 10.58 +0.01 ... 49.26 34.94 HubGroup HUBG 1.0 27 48.37 +5.12 .125 130.86 95.50 McGrathRent MGRC 1.6 13 120.07 +4.71 .475
57.12 39.24 iRadimed IRMD 1.1 39 56.47 +8.17 .15 36.92 17.97 LeonardoDRS DRS ... 49 36.59 +5.87 ...
0.42 0.14 GlobalLightsAcqnRt GLACR ... ... .15 +0.01 ... 19.70 13.38 HudsonGlobal HSON ... dd 14.65 –0.40 ... 10.19 6.48 MedallionFinl MFIN 4.5 6 9.74 +0.14 .11
124.12 55.92 iRhythmTechs IRTC ... dd 86.48 +11.44 ... 5.60 3.00 LesakaTech LSAK ... dd 5.33 –0.21 ...
12.67 10.41 GlobalStarA GLST ... dd 11.56 +0.20 ... 1.20 0.43 HuizeHolding HUIZ ... 12 .75 –0.05 ... 2.16 1.12 MediciNova MNOV ... dd 1.53 –0.13 ...
41.66 24.14 IridiumComm IRDM 1.8 31 29.53 +0.22 .14 8.21 2.42 Leslie's LESL ... cc 2.99 +0.16 ...
13.98 10.60 GlobalWaterRscs GWRS 2.2 50 13.47 +1.07.0251 9.97 2.08 Humacyte HUMA ... dd 5.78 +0.39 ... 24.00 7.65 MediWound MDWD ... dd 17.29 –1.09 ...
15.75 2.79 IrisEnergy IREN ... ... 10.99 +1.94 ... 22.33 7.54 LexeoTherap LXEO ... dd 8.00 +0.07 ...
62.61 35.85 GlobalFoundries GFS ... 33 43.98 +7.35 ... 219.51 153.12 JBHunt JBHT .9 35 192.13 +11.17 .43 459.77 268.80 Medpace MEDP ... 32 362.79 +43.23 ...
42.14 5.83 iRobot IRBT ... dd 6.97 –2.58 ... 3.73 0.92 LexiconPharm LXRX ... dd 1.27 +0.05 ...
3.53 0.14 GlycoMimetics GLYC ... dd .41 +0.03 ... 17.54 10.10 HuntingtonBcshs HBAN 3.6 17 17.29 +1.81 .155 2.81 0.52 MeihuaIntlMed MHUA ... 2 .53 –0.15 ...
11.11 9.97 IronHorseAcqns IROH ... cc 10.28 +0.04 ... 4.70 1.56 LexinFintech LX 3.4 6 3.61 +0.41 .072
11.17 6.17 Gogo GOGO ... 19 8.01 +1.35 ... 28.20 14.83 Hurco HURC .0 dd 22.17 +1.35 .16 7.60 3.85 MeiraGTx MGTX ... dd 6.92 +1.11 ...
0.30 0.11 IronHorseAcqnsRt IROHR ... ... .30 ... ... 46.44 17.44 LiAuto LI ... 18 23.65 –1.41 ...
2.78 0.40 Gogoro GGR ... dd .48 +0.04 ... 131.06 84.26 HuronConsulting HURN ... 28 127.43 +12.36 ... 10.05 9.95 MelarAcqnIA MACI ... ... 10.01 –0.03 ...
15.70 3.79 IronwoodPharm IRWD ... dd 4.96 +0.77 ... 100.44 47.17 LibertyBroadbandA LBRDA ... 18 96.85 +7.20 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

39.40 19.94 GolarLNG GLNG 2.6 36 37.96 +2.03 .25 21.10 6.18 Hut8 HUT ... 18 19.59 +3.57 ... 9.56 4.78 MelcoResorts MLCO ... dd 6.83 +0.11 ...
11.26 10.61 IsraelAcqns ISRL ... 41 11.26 +0.02 ... 101.50 46.46 LibertyBroadbandC LBRDK ... 18 97.81 +7.91 ...
42.14 27.42 GoldenEnt GDEN 3.1 26 32.21 +2.82 .25 1.45 0.76 Hyperfine HYPR ... dd .95 –0.03 ... 2161.73 1324.99 MercadoLibre MELI ... 66 1872.01 –182.89 ...
18.75 8.41 iTeosTherap ITOS ... dd 9.27 +0.46 ... 21.56 15.32 LibertyGlobalA LBTYA ... dd 20.06 –0.45 ...
15.77 7.34 GoldenOcean GOGL 8.5 11 11.82 +1.06 .30 I 51.31 33.35 MercantileBank MBWM 3.0 10 48.46 +5.25 .36
124.72 62.45 Itron ITRI ... 25 123.73 +11.92 ... 21.90 15.70 LibertyGlobalB LBTYB ... dd 19.71 –0.04 ...
12.90 8.80 GoldenStarAcqn GODN ... 44 11.17 +0.13 ... 11.20 5.33 MercerIntl MERC 4.6 dd 6.59 +0.15 .075
58.29 43.51 IAC IAC ... dd 53.46 +4.49 ... 30.00 24.01 IturanLocation ITRN 5.0 11 28.02 +1.14 .39 22.14 16.03 LibertyGlobalC LBTYK ... dd 20.57 –0.73 ...
0.52 0.14 GoldenStarAcqnRt GODNR ... ... .35 –0.01 ... 43.33 25.31 MercurySystems MRCY ... dd 42.70 +9.52 ...
0.59 0.06 IB Acqn Rt IBACR ... ... .08 ... ... J 10.82 5.90 LibertyLatAmA LILA ... dd 7.62 –2.29 ... 14.45 8.26 Meridian MRBK 3.6 14 13.79 –0.05 .125
17.72 14.05 GolubCapital GBDC10.1 9 15.38 +0.30 .05 20.56 13.00 IBEX IBEX ... 11 19.55 +1.42 ... 10.93 5.95 LibertyLatAmC LILAK ... dd 7.54 –2.24 ...
9.26 4.40 GoodRx GDRX ... dd 4.89 –1.30 ... 36.84 17.06 JakksPacific JAKK ... 11 30.26 +0.33 ... 103.46 65.46 MeritMedical MMSI ... 50 102.74 +3.94 ...
179.67 128.28 ICF Intl ICFI .3 30 171.64 +3.87 .14 79.67 55.25 LibertyFormOne A FWONA ... dd 75.00 +0.22 ... 6.28 1.15 MersanaTherap MRSN ... dd 2.57 +0.75 ...
15.24 7.27 Goodyear GT ... dd 9.99 +1.77 ... 188.53 78.28 ICU Medical ICUI ... dd 176.79 +5.97 ... 180.80 133.23 J&JSnackFoods JJSF 1.8 39 176.90 +11.04 .78 62.66 31.16 LibertyLiveA LLYVA ... dd 60.00 +3.30 ...
115.00 50.47 GooseheadIns GSHD ... cc 113.00 +5.32 ... 47.82 20.82 JD.com JD 1.9 14 38.35 –2.09 .76 61.61 22.01 Merus MRUS ... dd 54.50 +4.20 ...
47.74 27.52 IDEAYA Bio IDYA ... dd 31.28 +2.68 ... 85.60 61.23 LibertyFormOne C FWONK ... dd 81.45 +0.80 ... 141.17 82.86 MesaLabs MLAB .5 dd 118.84 +0.84 .16
3.80 1.16 GoPro GPRO ... dd 1.57 +0.20 ... 583.39 404.74 IdexxLab IDXX ... 42 433.28 +16.00 ... 29.95 0.30 J-Long JL .0 cc .43 ... .19 64.15 32.49 LibertyLiveC LLYVK ... dd 61.78 +3.41 ...
11.14 10.43 GoresIX A GHIX ... dd 10.59 –0.01 ... 43.20 27.88 Joyy YY ... 9 34.04 +0.94 ... 11.05 1.61 Mesoblast MESO ... dd 9.18 +0.70 ...
285.56 61.09 IES Holdings IESC ... 31 285.55 +52.92 ... 48.74 26.00 Life360 LIF ... dd 47.47 +3.22 ... 602.95 313.66 MetaPlatforms META .3 28 589.34 +22.18 .50
1.60 0.49 GossamerBio GOSS ... dd .88 +0.01 ... 22.50 4.12 IGM Biosci IGMS ... dd 13.03 –3.19 ... 189.63 146.47 JackHenry JKHY 1.2 33 179.77 –3.29 .55 8.90 3.68 LifecoreBiomed LFCR ... cc 6.74 +0.87 ...
4.44 2.90 Grab GRAB ... dd 4.23 +0.16 ... 86.20 40.84 JackintheBox JACK 3.7 dd 47.33 –3.04 .44 12.74 1.85 Metagenomi MGX ... dd 2.02 –0.09 ...
2.54 0.99 I-Mab IMAB ... dd 1.10 +0.03 ... 12.88 3.99 LifeMD LFMD ... dd 5.85 +1.53 ... 11.69 10.89 MetalSkyStar MSSA ... 48 11.65 +0.05 ...
172.88 118.48 GrandCanyonEduc LOPE ... 23 172.52 +36.38 ... 11.49 6.05 JamesRiver JRVR 3.1 dd 6.55 +0.32 .05
2.48 0.22 IN8bio INAB ... dd .34 +0.06 ... 9.20 4.64 LifeStanceHealth LFST ... dd 7.36 +0.55 ... 0.19 0.04 MetalSkyStarRt MSSAR ... ... .08 +0.02 ...
14.00 1.87 GraphjetTech GTI ... cc 2.71 +0.54 ... 21.41 14.68 JamfHolding JAMF ... dd 16.06 –0.74 ...
2.10 0.73 IO Biotech IOBT ... dd 1.10 –0.10 ... 11.68 5.25 LifetimeBrands LCUT 2.8 dd 6.02 +0.31.0425 56.43 36.13 Methanex MEOH 1.8 19 42.19 +3.10 .185
11.82 9.49 GreatElmCap GECC13.8 15 10.17 +0.40 .35 65.60 5.65 JanuxTherap JANX ... dd 53.92 –0.47 ...
111.11 61.86 IPG Photonics IPGP ... dd 83.86 +1.57 ... 28.61 9.06 LifewayFoods LWAY ... 26 23.06 –3.01 ... 34.62 19.85 MetroCityBkshs MCBS 2.7 15 34.03 +4.33 .23
2.12 1.71 GreatElm GEG ... dd 1.75 –0.08 ... 134.17 99.06 JazzPharm JAZZ ... 18 123.61 +13.16 ...
25.55 17.54 i3Verticals IIIV ... dd 25.23 +2.20 ... 129.90 52.97 LigandPharm LGND ... 48 121.25 +11.21 ... 100.57 71.77 MicrochipTech MCHP 2.5 51 72.87 –1.94 .455
12.80 6.12 GreatLakesDredge GLDD ... 14 12.69 +1.00 ... 8.07 3.76 JetBlue JBLU ... dd 6.34 +0.57 ...
22.59 9.72 IcahnEnterprises IEP 33.1 dd 12.10 –0.42 1.00 115.00 76.52 Light&Wonder LNW ... 31 102.89 +8.67 ... 157.54 72.93 MicronTech MU .4 cc 111.90 +12.17 .115
68.02 48.19 GreatSouthernBncp GSBC 2.5 13 63.95 +6.79 .40 48.81 22.91 JFrog FROG ... dd 31.10 +1.27 ...
46.43 22.41 Ichor ICHR ... dd 33.68 +6.33 ... 29.22 14.17 Limoneira LMNR 1.1 95 27.99 +2.45 .075 468.35 361.07 Microsoft MSFT .8 35 422.54 +12.17 .83
28.50 10.74 GreenPlains GPRE ... dd 11.37 –0.57 ... 8.58 4.00 Jiayin JFIN 13.3 2 6.56 +0.22 .50
4.01 1.03 iClickInteract ICLK ... dd 3.00 –0.33 ... 16.24 8.78 LincolnEduc LINC ... 63 16.20 +2.65 ... 280.80 43.87 MicroStrategy MSTR ... dd 270.42 +40.71 ...
9.26 1.62 GreenidgeGen GREE ... dd 2.25 –0.03 ... 55.30 31.60 JohnsonOutdoors JOUT 3.8 dd 34.63 +2.55 .33
347.72 208.65 Icon ICLR ... 24 214.93 –5.47 ... 261.13 169.51 LincolnElectric LECO 1.4 25 213.65 +11.90 .75 2.98 0.83 MicroVision MVIS ... dd 1.07 +0.05 ...
15.82 10.55 GreenlightCapRe GLRE ... 6 14.76 +1.26 ... K
3.12 0.81 iHeartMedia IHRT ... dd 2.44 +0.35 ... 487.49 391.51 Linde LIN 1.2 35 459.48 +2.17 1.39 32.86 19.20 MidPennBancorp MPB 2.5 11 32.06 +1.55 .20
12.15 5.30 Grifols GRFS ... 38 9.49 +0.65 ...
2.32 1.22 IkenaOncology IKNA ... dd 1.76 +0.04 ... 896.32 512.02 KLA KLAC .8 31 687.41 +18.03 1.70 89.85 66.94 Lineage LINE 2.3 ... 67.32 –4.95 .38 16.36 12.26 MidCapFin MFIC 11.3 8 13.45 +0.17 .38
29.98 13.60 GroceryOutlet GO ... 35 17.80 +2.75 ...
156.66 86.49 Illumina ILMN ... dd 151.09 +1.33 ... 12.13 4.18 KLX Energy KLXE ... dd 5.69 +1.44 ... 10.49 9.96 LionheartA CUB ... ... 10.03 +0.01 ... 161.01 118.28 Middleby MIDD ... 19 140.31 +10.15 ...
19.56 8.08 Groupon GRPN ... dd 10.96 +0.63 ...
13.94 5.94 Immersion IMMR 2.0 4 8.94 +0.57.045 5.49 4.17 KVH Inds KVHI ... dd 4.51 –0.09 ... 12.84 6.13 LionsgateStudios LION ... dd 6.77 –0.02 ... 73.47 45.42 MiddlesexWater MSEX 2.0 30 69.59 +4.32 .34
90.53 58.85 GrAeroportuario OMAB ... 11 66.37 +2.00 ...
8.89 1.00 Immuneering IMRX ... dd 1.90 +0.03 ... 102.42 54.59 KaiserAlum KALU 3.6 29 84.56 +8.96 .77 24.69 13.99 LiquiditySvcs LQDT ... 39 24.62 +3.03 ... 28.47 20.54 MidlandStBncp MSBI 4.7 13 26.48 +1.71 .31
37.04 15.81 GuardantHealth GH ... dd 28.61 +5.61 ...
2.11 0.95 Immunic IMUX ... dd 1.18 –0.01 ... 2.05 0.76 Kaltura KLTR ... dd 1.98 +0.66 ... 275.58 222.91 Littelfuse LFUS 1.1 33 257.81 +8.37 .70 32.55 19.43 MidWestOneFin MOFG 3.0 dd 31.96 +3.56.2425
7.93 3.81 GulfIslandFab GIFI ... 6 6.54 +1.10 ...
10.53 2.67 ImmunityBio IBRX ... dd 5.57 +0.29 ... 16.88 7.21 KalVistaPharm KALV ... dd 11.41 +0.80 ... 64.47 42.75 LivaNova LIVN ... cc 51.63 +0.50 ... 3.52 1.12 MilestonePharm MIST ... dd 1.98 +0.54 ...
1.81 0.51 GulfResources GURE ... dd .67 –0.07 ...
76.98 29.72 Immunocore IMCR ... dd 34.69 +2.99 ... 6.53 4.58 Kamada KMDA ... 23 6.00 +0.08 ... 3.98 0.45 LivePerson LPSN ... dd .87 –0.33 ... 31.73 22.35 MillerKnoll MLKN 3.1 28 24.09 +1.29.1875
H 2.60 0.35 ImmunoPrecise IPA ... dd .44 +0.02 ... 3.23 1.25 KandiTech KNDI ... dd 1.34 +0.02 ... 65.06 2.11 LixiangEduc LXEH ... dd 2.47 –0.49 ... 28.75 15.55 MillicomIntl TIGO ... 30 27.14 +0.33 ...
66.18 40.92 H&E Equipment HEES 1.9 15 59.38 +7.48 .275 45.58 24.67 Immunovant IMVT ... dd 30.65 +1.26 ... 22.74 10.57 Kanzhun BZ .0 34 14.89 +0.23 .18 25.74 19.82 LoganRidgeFin LRFC 5.1 dd 25.20 –0.30 .33 2.28 1.70 Mind CTI MNDO12.1 8 1.99 +0.03 .24
24.85 17.75 HBT Finl HBT 3.2 11 23.86 +2.41 .19 3.34 1.58 Immutep IMMP ... dd 1.86 +0.03 ... 30.94 17.23 KaratPkg KRT 4.7 21 29.62 +2.95 .40 12.27 8.41 LogilitySupply LGTY 3.8 45 11.67 +0.88 .11 12.22 2.41 MindMed MNMD ... dd 8.49 +2.35 ...
10.46 9.90 HCMIIAcqn HOND ... ... 10.00 +0.01 ... 239.88 68.41 Impinj PI ... cc 203.56 +8.85 ... 1.95 0.62 KaryopharmTherap KPTI ... dd .88 –0.03 ... 102.59 74.72 LogitechIntl LOGI 1.5 18 79.40 –4.051.3687 16.91 5.85 MineralysTherap MLYS ... dd 14.04 +0.59 ...
1.93 0.37 HCW Biologics HCWB ... dd .37 –0.06 ... 67.13 36.73 InariMedical NARI ... dd 51.39 +2.65 ... 143.72 85.02 Kaspi.kz KSPI 4.9 10 110.88 +2.051.7916 59.95 3.60 LongboardPharm LBPH ... dd 59.81 +0.12 ... 45.23 23.14 MirumPharm MIRM ... dd 42.00 +1.60 ...
21.92 11.93 Hutchmed HCM ... dd 17.95 –0.68 ... 12.68 0.80 IncannexHealthcare IXHL ... dd 2.77 +0.18 ... 23.54 6.64 Katapult KPLT ... dd 6.81 –1.52 ... 4.70 1.17 LoopIndustries LOOP ... dd 1.31 ... ... 14.17 8.19 MissionProduce AVO ... 41 13.65 +1.70 ...
12.70 0.41 HWH Intl HWH ... dd .72 ... ... 83.95 50.35 Incyte INCY ... cc 83.38 +7.25 ... 9.46 5.28 KearnyFinancial KRNY 5.4 dd 8.11 +1.07 .11 7.01 0.22 Lottery.com LTRY ... dd .32 +0.02 ... 44.48 10.48 Mobileye MBLY ... dd 16.45 +0.88 ...
42.98 27.03 H World HTHT 3.3 23 37.00 –0.62 .63 73.28 45.11 IndependentBank INDB 3.2 16 72.09 +9.49 .57 10.91 10.27 KeenVisionAcqn KVAC ... 25 10.87 ... ... 17.99 4.15 LotusTech LOT ... dd 4.55 +0.20 ... 12.50 0.55 MobixLabs MOBX ... dd .69 +0.06 ...
31.13 20.23 HackettGroup HCKT 1.4 26 31.06 +6.84 .11 38.24 20.02 IndepBankMI IBCP 2.6 13 37.38 +4.48 .24 25.27 16.23 KellyServices A KELYA 1.8 14 16.52 –3.55 .075 31.69 16.20 Lovesac LOVE ... 60 30.35 +1.26 ... 170.47 46.57 Moderna MRNA ... dd 46.83 –7.80 ...
11.97 5.69 HainCelestial HAIN ... dd 7.41 –1.69 ... 66.41 35.25 IndependentBank IBTX 2.3 dd 65.17 +7.29 .38 25.00 16.36 KellyServicesB KELYB 1.8 14 16.48 –3.34 .075 5.31 2.02 Lucid LCID ... dd 2.21 +0.01 ... 52.33 11.00 ModivCare MODV ... dd 15.55 –0.63 ...
65.53 33.15 HalozymeTherap HALO ... 20 60.98 +3.83 ... 23.22 7.33 Indivior INDV ... dd 10.25 +0.90 ... 5.18 2.51 KY FirstFedBncp KFFB ... dd 2.51 –0.16 ... 2.84 1.02 Lulu'sFashion LVLU ... dd 1.62 +0.20 ... 12.70 3.32 MolecularPtrs MOLN ... dd 6.20 +0.08 ...
196.60 89.28 HamiltonLane HLNE 1.0 43 194.47 +14.57 .49 5.45 2.61 IndlLogistics ILPT 1.1 dd 3.74 +0.31 .01 73.00 27.31 KerosTherap KROS ... dd 67.91 +7.97 ... 516.39 226.01 lululemon LULU ... 24 308.53 –12.64 ... 83.91 61.96 MonarchCasino MCRI 1.4 18 82.84 +4.39 .30
61.01 36.70 HancockWhitney HWC 2.7 13 58.63 +6.59 .40 6.92 3.68 Infinera INFN ... dd 6.65 –0.07 ... 38.28 28.62 KeurigDrPepper KDP 2.8 20 32.88 +0.06 .23 88.00 38.28 Lumentum LITE ... dd 83.85 +18.50 ... 324.99 133.50 monday.com MNDY ... cc 324.31 +24.76 ...
26.30 14.45 HanmiFinancial HAFC 4.0 12 24.89 +1.97 .25 2.10 1.14 InflaRx IFRX ... dd 1.56 –0.02 ... 55.62 16.51 KewauneeSci KEQU ... 6 37.71 +0.93 ... 3.69 0.73 LuminarTech LAZR ... dd .88 +0.08 ... 4.17 1.10 Mondee MOND ... dd 1.45 +0.19 ...
21.50 13.62 HanoverBancorp HNVR 2.0 13 20.33 +0.48 .10 11.00 10.24 InflectionPtIIA IPXX ... 28 10.79 +0.01 ... 6.14 3.60 KeyTronic KTCC ... dd 5.94 –0.09 ... 4.58 1.37 LumosPharma LUMO ... dd 4.36 –0.01 ... 77.20 64.18 Mondelez MDLZ 2.8 23 66.20 –2.31 .47
 November 11, 2024 BARRON’S 43

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.70 0.74 MoneyHero MNY ... dd 1.25 +0.10 ... 50.36 27.52 OddityTech ODD ... 28 45.94 +7.87 ... 37.13 11.95 Pennant PNTG ... 49 33.42 +0.93 ... 25.09 13.30 RBB Bancorp RBB 2.6 13 24.30 +2.20 .16 108.96 79.07 Sanfilippo JBSS 1.0 19 86.29 +0.97 1.25
509.62 212.74 MongoDB MDB ... dd 290.04 +18.19 ... 58.98 23.69 ODP ODP ... dd 27.95 –3.54 ... 28.40 17.01 PennsWoodsBncp PWOD 4.7 10 27.10 +0.23 .32 69.40 37.61 RCI Hospitality RICK .6 95 49.45 +6.31 .07 6.75 2.18 SangomaTechs SANG ... dd 6.50 +0.28 ...
959.64 485.38 MonolithicPower MPWR .7 86 761.30 +1.93 1.25 86.77 59.34 ON Semi ON ... 17 70.41 –0.58 ... 35.66 26.74 PeoplesBncpOH PEBO 4.6 10 34.55 +3.72 .40 32.15 17.11 RCM Tech RCMT ... 12 24.01 +1.26 ... 86.05 45.80 Sanmina SANM ... 21 83.27 +11.92 ...
33.98 21.00 Monro MNRO 3.8 36 29.57 +1.92 .28 16.38 8.36 OP Bancorp OPBK 3.0 11 15.90 +1.15 .12 32.37 23.74 PeoplesBncpNC PEBK 2.6 10 29.19 +3.54 .19 28.80 8.54 REGENXBIO RGNX ... dd 11.16 +2.37 ... 58.97 45.13 Sanofi SNY ... 28 51.32 –1.95 ...
61.23 43.32 MonsterBev MNST ... 35 54.14 +1.84 ... 1.75 0.85 OPKO Health OPK ... dd 1.52 +0.01 ... 55.64 36.26 PeoplesFinSvcs PFIS 4.9 48 49.99 +2.86.6175 11.46 10.67 RF Acqn A RFAC ... dd 11.44 +0.15 ... 7.31 0.20 Santech STEC ... dd 1.29 –0.04 ...
12.40 2.91 MonteRosaTherap GLUE ... dd 9.26 +0.36 ... 1239.65 914.50 O'ReillyAuto ORLY ... 30 1217.70 +71.11 ... 19.30 3.72 PepGen PEPG ... dd 5.01 –1.47 ... 10.25 10.00 RFAcqnII RFAI ... ... 10.20 +0.01 ... 41.22 24.44 SapiensIntl SPNS 1.4 32 39.45 +2.44 .28
350.68 259.56 Morningstar MORN .5 46 348.58 +20.17.405 158.69 109.63 OSI Systems OSIS ... 20 151.21 +19.05 ... 183.41 158.03 PepsiCo PEP 3.3 24 165.11 –0.481.355 0.11 0.06 RFAcqnIIRt RFAIR ... ... .07 ... ... 173.25 76.25 SareptaTherap SRPT ... cc 121.61 –1.68 ...
10.40 4.36 MotorcarParts MPAA ... dd 6.16 +0.94 ... 21.64 15.55 OaktreeSpec OCSL13.7 19 16.07 +0.11 .55 10.12 10.02 PerceptiveCap PCSC ... ... 10.08 +0.01 ... 4.65 2.51 RF Industries RFIL ... dd 4.10 +0.06 ... 5.70 3.12 Savara SVRA ... dd 3.97 +0.37 ...
17.00 2.88 MuralOncology MURA ... dd 3.52 +0.06 ... 1.40 0.50 Oatly OTLY ... dd .79 –0.01 ... 26.40 16.12 PerdoceoEduc PRDO 2.1 12 24.93 +2.90 .13 24.20 15.50 RGC Resources RGCO 3.6 18 22.33 +1.99 .20 53.48 28.48 ScanSource SCSC ... 17 51.92 +8.44 ...
7.58 0.66 Mynaric MYNA ... dd 1.42 –0.10 ... 21.21 12.93 OceanFirstFin OCFC 4.0 12 20.16 +1.96 .20 25.10 10.12 PerellaWeinberg PWP 1.1 dd 24.43 +3.52 .07 15.12 8.87 R1 RCM RCM ... dd 14.28 +0.02 ... 35.38 6.76 ScholarRock SRRK ... dd 29.08 +0.66 ...
29.30 16.00 MyriadGenetics MYGN ... dd 17.41 –0.58 ... 11.78 2.00 OcularTherapeutix OCUL ... dd 11.10 +0.71 ... 4.35 2.37 PerformantFin PFMT ... dd 3.35 –0.61 ... 3.18 1.22 RackspaceTech RXT ... dd 2.76 +0.43 ... 41.79 23.69 Scholastic SCHL 3.1 47 26.17 +1.53 .20
NO 18.00 9.60 Oculis OCS ... dd 16.28 –1.60 ... 32.99 7.47 PerionNetwork PERI ... 10 8.89 +0.68 ... 31.70 12.69 RadiusRecycling RDUS 3.8 dd 19.92 +3.52.1875 38.00 16.67 Schrodinger SDGR ... dd 18.75 +0.76 ...
7.53 1.34 OfficePropIncm OPI 2.9 dd 1.37 –0.13 .01 15.42 6.17 Perma-PipeIntl PPIH ... 8 14.31 +1.54 ... 72.69 28.55 RadNet RDNT ... cc 72.53 +5.99 ... 156.34 110.31 ScienceApplicat SAIC 1.0 27 151.97 +7.30 .37
58.09 24.80 Napco Security NSSC 1.3 28 38.66 +0.07 .125 25.50 19.35 OhioValleyBanc OVBC 3.6 10 24.63 +1.07 .22 24.34 14.80 Radware RDWR ... dd 21.79 +0.10 ... 6.71 3.24 scPharm SCPH ... dd 4.21 +0.14 ...
7.20 0.89 Personalis PSNL ... dd 4.55 –0.54 ...
51.22 32.79 NBT Bancorp NBTB 2.8 17 49.39 +4.83 .34 114.50 65.98 Okta OKTA ... dd 76.75 +3.52 ... 3.46 0.96 Rallybio RLYB ... dd 1.00 –0.01 ... 9.35 1.68 ScrippsEW SSP ... dd 2.34 –1.18 ...
5.94 1.41 PetcoHealth WOOF ... dd 4.30 –0.19 ...
270.73 151.52 NICE NICE ... 32 189.99 +18.08 ... 2.98 1.19 Olaplex OLPX ... 27 1.71 –0.14 ... 22.70 9.03 RamacoRscsA METC ... 18 11.87 +1.77 ... 30.78 21.19 SeacoastBkgFL SBCF 2.5 21 29.38 +2.57 .18
8.27 2.90 PetMedExpress PETS ... dd 5.56 +1.37 ...
17.76 6.41 NIP NIPG ... ... 6.50 –0.58 ... 231.36 165.49 OldDomFreight ODFL .5 40 226.11 +25.13 .26 17.90 9.42 RamacoRscsB METCB 8.4 10 10.74 +0.45.2246 115.32 71.07 Seagate STX 2.7 27 104.78 +5.67 .72
13.20 6.65 Pharming PHAR ... dd 8.17 –0.35 ...
42.49 27.00 NMI Holdings NMIH ... 8 37.10 +0.31 ... 7.55 4.42 OldMarketCap OMCC ... dd 5.94 –0.03 ... 76.38 37.42 Rambus RMBS ... 35 55.78 +7.83 ... 9.76 5.61 SecureWorks SCWX ... dd 8.37 ... ...
33.00 15.00 Pharvaris PHVS ... dd 22.61 –1.54 ...
5.40 2.16 NN NNBR ... dd 3.51 +0.35 ... 22.20 13.67 OldNatlBncp ONB 2.6 13 21.85 +2.73 .14 8.75 1.90 RaniTherap RANI ... dd 2.41 +0.10 ... 10.76 6.19 SecurityNatFin SNFCA ... 11 10.15 +0.28 ...
19.71 6.07 PhathomPharm PHAT ... dd 16.86 –1.41 ...
28.75 21.54 NV5Global NVEE ... 65 23.35 +0.38 ... 18.45 13.00 Old2ndBcp OSBC 1.3 10 17.99 +1.59 .06 61.88 32.95 Rapid7 RPD ... 64 40.54 +0.59 ... 2.38 1.46 Seer SEER ... dd 2.38 +0.48 ...
50.00 36.50 Phenixfin PFX .0 5 47.60 +0.37 1.31
296.08 180.73 NXP Semicon NXPI 1.7 22 233.89 –4.701.014 17.23 8.51 OlemaPharm OLMA ... dd 12.40 +0.78 ... 29.74 16.55 RapportTherap RAPP ... ... 26.69 +2.07 ...
25.11 9.40 PhibroAnimal PAHC 2.0 56 23.85 +0.67 .12 109.58 81.00 SelectiveIns SIGI 1.5 27 99.88 +7.47 .38
10.88 10.22 NaborsEnerIIA NETD ... 27 10.70 +0.01 ... 104.98 68.05 Ollie'sBargain OLLI ... 30 99.00 +6.02 ... 2.10 0.21 RealGoodFood RGF ... ... .33 +0.01 ... 52.98 13.79 Semtech SMTC ... dd 52.82 +8.28 ...
39.58 30.62 PhillipsEdison PECO 3.2 84 38.97 +1.17.1025
47.50 2.75 NanoLabs NA ... ... 3.24 –2.31 ... 73.49 32.23 OlympicSteel ZEUS 1.5 18 40.92 +6.35 .15 4.64 1.52 RealReal REAL ... dd 3.76 +0.77 ... 68.95 43.89 SenecaFoods A SENEA ... 11 64.42 +1.88 ...
34.16 19.53 Photronics PLAB ... 11 25.49 +2.31 ...
14.28 5.26 NanoXImaging NNOX ... dd 6.10 +0.33 ... 85.92 43.86 OmegaFlex OFLX 2.5 30 54.25 +3.60 .34 15.74 5.04 RecursionPharm RXRX ... dd 7.10 +0.70 ... 65.30 45.00 SenecaFoods B SENEB ... 11 64.97 +1.92 ...
55.50 25.23 Pilgrim'sPride PPC ... 13 53.82 +3.65 ...
8.96 4.07 Nanobiotix NBTX ... dd 4.20 –0.20 ... 6.30 0.89 OmegaTherap OMGA ... dd 1.09 –0.02 ... 58.81 42.78 RedRiverBcshs RRBI .6 12 56.99 +4.11 .09 1.94 0.38 SenseiBiotherap SNSE ... dd .56 +0.07 ...
122.96 63.77 PinnacleFinPtrs PNFP .7 23 121.06 +16.42 .22
79.73 51.42 Nasdaq NDAQ 1.2 47 78.69 +4.37 .24 5.68 1.13 Omeros OMER ... dd 4.41 +0.33 ... 12.80 2.97 RedRobin RRGB ... dd 5.30 –0.63 ... 2.19 1.08 SenstarTech SNT ... 29 1.57 +0.03 ...
1.27 0.71 PintecTech PT ... dd .93 –0.07 ...
134.33 44.77 Natera NTRA ... dd 134.11 +9.95 ... 6.72 3.56 OmniAb OABI ... dd 4.52 +0.34 ... 63.29 40.22 RedRockResorts RRR 1.9 23 53.27 +1.28 .25 26.34 18.62 Septerna SEPN ... ... 25.91 +4.12 ...
3.08 0.61 Pixelworks PXLW ... dd .72 +0.02 ...
91.56 63.01 Nathan's NATH 2.2 17 89.49 +3.56 .50 55.75 25.12 Omnicell OMCL ... dd 50.14 +1.47 ... 15.29 5.10 Redfin RDFN ... dd 9.67 –0.66 ... 12.36 1.65 SeraPrognostics SERA ... dd 6.74 –1.07 ...
19.17 14.46 PlainsAllAmPipe PAA 7.3 16 17.28 +0.89.3175
53.58 42.85 NationalBeverage FIZZ .0 25 49.32 +3.55 3.25 11.42 7.14 1-800-FLOWERS FLWS ... dd 9.00 +0.74 ... 75.26 56.51 RegencyCtrs REG 3.8 35 74.24 +2.82 .705 2.05 0.54 SeresTherap MCRB ... dd .72 –0.11 ...
20.10 14.93 PlainsGP PAGP 7.0 22 18.27 +0.94.3175
7.39 3.64 NatlCineMedia NCMI ... dd 6.30 –0.87 ... 4.47 3.12 180DegreeCap TURN ... dd 3.26 ... ... 1211.20 783.57 RegenPharm REGN ... 20 828.42 –15.18 ... 8.72 2.93 ServiceProperties SVC 1.3 dd 3.18 +0.03 .01
9.88 6.95 PlayaHotels PLYA ... 21 9.85 +1.30 ...
42.69 17.62 NatlResearch NRC 2.4 18 19.99 +1.83 .12 2.48 0.55 111 YI ... dd .69 –0.04 ... 35.50 3.87 Regis RGS ... 1 18.99 –3.79 ... 3.55 1.41 17Educ&Tech YQ ... dd 1.99 +0.18 ...
3.04 1.20 Playstudios MYPS ... dd 1.55 +0.18 ...
24.11 9.56 NationalVision EYE ... dd 11.51 +0.50 ... 6.30 3.81 1stdibs.com DIBS ... dd 4.02 –0.12 ... 12.14 5.60 RelayTherap RLAY ... dd 6.20 +0.36 ... 11.76 1.07 ShattuckLabs STTK ... dd 1.18 –0.07 ...
9.23 6.25 Playtika PLTK 4.8 14 8.31 +0.40 .10
7.37 4.13 NaturalAlt NAII ... dd 4.55 ... ... 35.17 24.50 OneStream OS ... dd 32.34 +2.37 ... 7.22 1.88 RelmadaTherap RLMD ... dd 3.28 –0.21 ... 24.32 11.87 ShenandoahTel SHEN .8 dd 13.03 –1.26 .10
169.41 90.18 Plexus PLXS ... 41 165.97 +18.96 ...
11.40 0.08 Nature'sMiracle NMHI ... dd .10 –0.01 ... 35.86 20.00 OneWaterMarine ONEW ... dd 25.06 +3.04 ... 23.01 11.60 RemitlyGlobal RELY ... dd 19.50 +1.55 ... 7.99 1.47 Shimmick SHIM ... dd 2.14 +0.17 ...
19.62 10.22 PliantTherap PLRX ... dd 15.00 +0.48 ...
3.45 2.19 NautilusBiotech NAUT ... dd 2.49 –0.12 ... 77.60 9.80 OnKureTherap OKUR ... dd 17.58 +1.29 ... 7.79 5.15 ReNewEnergy RNW ... cc 5.38 –0.05 ... 17.50 4.85 ShoalsTech SHLS ... 42 5.71 +0.16 ...
2.65 0.61 PolestarAuto PSNY ... dd 1.23 +0.09 ...
19.68 13.71 Navient NAVI 4.2 22 15.08 +1.09 .16 8.70 4.57 OpenLending LPRO ... cc 5.90 +0.06 ... 41.81 4.46 RenttheRunway RENT ... dd 9.72 +0.35 ... 46.92 21.50 ShoeCarnival SCVL 1.4 13 37.97 +3.82 .135
12.86 7.73 PonceFinl PDLB ... 35 12.86 +1.45 ...
8.44 2.13 NavitasSemi NVTS ... dd 2.16 –0.42 ... 45.47 27.50 OpenText OTEX 3.6 17 29.25 +0.27.2625 8.49 2.71 RepareTherap RPTX ... dd 3.59 +0.01 ... 16.61 10.06 ShoreBancshares SHBI 3.0 13 16.10 +1.65 .12
422.73 293.51 Pool POOL 1.3 32 372.58 +9.52 1.20
30.99 18.46 Nayax NYAX ... dd 28.83 –0.50 ... 4.89 1.58 OpendoorTech OPEN ... dd 1.85 +0.03 ... 211.13 113.50 Repligen RGEN ... dd 140.70 +2.09 ... 17.56 9.81 Shyft SHYF 1.4 dd 14.60 +1.49 .05
105.01 67.07 Popular BPOP 2.6 13 94.33 +4.85 .62
43.00 27.47 nCino NCNO ... dd 42.53 +5.20 ... 19.69 10.11 Opera OPRA 4.3 9 18.05 +0.09 .40 12.86 4.92 Replimune REPL ... dd 12.44 +0.54 ... 35.13 17.68 SierraBancorp BSRR 3.0 13 32.36 +4.10 .24
16.92 8.66 Portillo's PTLO ... 30 12.52 –1.36 ...
24.50 14.09 NebiusA NBIS ... dd 19.92 –0.22 ... 4.60 2.05 OportunFin OPRT ... dd 3.08 +0.40 ... 79.75 45.63 RepublicBcpKYA RBCAA 2.1 15 76.24 +8.75 .407 8.45 1.58 SightSciences SGHT ... dd 4.23 –0.98 ...
20.84 16.27 PortmanRidge PTMN15.4 48 17.90 –0.62 .69
20.89 11.46 Neogen NEOG ... dd 16.23 +1.79 ... 5.45 1.69 Opthea OPT ... dd 4.11 –0.23 ... 9.21 5.51 ReservoirMedia RSVR ... dd 9.00 +0.75 ... 27.72 8.94 SilenceTherap SLN ... dd 17.52 –0.16 ...
4.27 1.87 PoseidaTherap PSTX ... dd 3.08 +0.61 ...
17.30 10.10 NerdWallet NRDS ... dd 15.61 +1.10 ... 3.53 2.29 OpticalCable OCC ... dd 2.39 –0.05 ... 14.63 7.90 ResourcesConnect RGP 6.4 24 8.80 +0.84 .14 13.56 0.23 SilexionTherap SLXN ... dd .26 +0.02 ...
14.36 6.28 Potbelly PBPB ... 8 9.97 +2.46 ...
135.01 75.74 NetApp NTAP 1.7 24 124.01 +7.91 .52 2.10 0.65 Optinose OPTN ... dd .78 +0.10 ... 17.40 11.80 RetailOppor ROIC 3.5 38 17.33 +1.74 .15 19.04 11.35 Silicom SILC ... dd 14.35 +0.70 ...
50.04 37.06 PotlatchDelt PCH 4.3 cc 42.33 +0.52 .45
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

118.90 75.85 NetEase NTES 3.3 13 76.76 –2.36 .435 34.63 22.25 OptionCare OPCH ... 19 22.48 –1.63 ... 9.74 2.30 RevanceTherap RVNC ... dd 3.70 –2.10 ... 154.91 92.55 SiliconLabs SLAB ... dd 112.10 +5.87 ...
352.75 75.05 PowellIndustries POWL .3 32 346.37 +67.04 .265
799.06 435.51 Netflix NFLX ... 45 795.04 +38.94 ... 8.45 3.92 OraSureTechs OSUR ... 29 4.29 +0.12 ... 61.06 18.79 RevolutionMed RVMD ... dd 60.44 +5.35 ... 85.87 51.92 SiliconMotion SIMO 3.7 20 54.12 +1.34 .50
89.68 56.63 PowerIntegrations POWI 1.3 cc 66.31 +3.48 .21
24.51 10.48 Netgear NTGR ... 38 24.31 +1.53 ... 11.69 4.22 OrchestraBioMed OBIO ... dd 6.18 +0.89 ... 32.65 25.80 ReynoldsCnsmr REYN 3.4 16 27.44 +0.22 .23 21.59 6.14 Silvaco SVCO ... ... 6.75 +0.48 ...
5.81 2.00 PowerFleet AIOT ... dd 5.40 +0.63 ...
24.42 17.10 NetScout NTCT ... dd 22.45 +1.99 ... 2.91 1.11 OrganiGram OGI ... dd 1.58 –0.15 ... 14.50 4.13 RezolveAI RZLV ... dd 4.44 –0.06 ... 18.09 13.93 SilvercrestAsset SAMG 4.4 23 18.08 +1.67 .20
14.47 10.84 PowerUpAcqn PWUP ... dd 11.60 +0.19 ...
21.00 8.33 NeumoraTherap NMRA ... dd 13.54 +2.37 ... 16.65 5.85 OricPharm ORIC ... dd 10.26 +0.85 ... 67.61 26.55 RhythmPharm RYTM ... dd 67.33 +18.32 ... 25.95 14.59 SimmonsFirstNat SFNC 3.4 24 24.69 +1.38 .21
78.08 13.01 PraxisPrecision PRAX ... dd 77.88 +9.55 ...
157.98 103.63 Neurocrine NBIX ... 34 125.74 +3.53 ... 19.79 9.57 OrthofixMed OFIX ... dd 19.41 +2.45 ... 4.20 1.94 RibbonComms RBBN ... dd 4.17 +0.51 ... 51.22 27.22 SimulationsPlus SLP .8 62 30.59 +2.81 .06
1.93 0.79 Precigen PGEN ... dd .98 +0.16 ...
73.59 12.49 Neurogene NGNE ... dd 68.21 +22.14 ... 36.23 24.02 OrthoPediatrics KIDS ... dd 25.72 –1.64 ... 15.05 8.08 RichardsonElec RELL 1.6 dd 14.65 +0.82 .06 18.20 11.13 Sinclair SBGI 6.3 dd 15.91 –1.38 .25
97.21 60.20 PreferredBkLA PFBC 3.0 9 93.39 +9.57 .70
5.07 0.66 Neuronetics STIM ... dd 1.17 +0.14 ... 53.88 18.72 OrukaTherap ORKA .0 dd 26.68 –0.51 1.59 22.85 7.48 RigelPharm RIGL ... cc 22.07 +7.87 ... 57.80 22.18 SiriusXM SIRI 4.1 dd 26.13 –1.52 .27
141.66 109.01 PreformedLine PLPC .6 21 140.84 +14.84 .20
18.15 5.45 NeuroPace NPCE ... dd 7.51 +1.22 ... 100.84 73.43 OtterTail OTTR 2.4 11 79.06 +0.97.4675 3.44 1.53 RiminiStreet RMNI ... dd 1.92 +0.07 ... 228.12 72.39 SiTime SITM ... dd 225.45 +54.85 ...
6.80 1.10 PreludeTherap PRLD ... dd 1.19 –0.05 ...
40.04 7.82 NewFortressEner NFE 4.4 10 9.04 +1.04 .10 5.30 3.42 Outbrain OB ... dd 5.00 +0.60 ... 6.57 3.30 RiverviewBncp RVSB 1.7 cc 4.82 +0.08 .02 19.41 1.44 SkyeBioscience SKYE ... dd 5.71 +0.15 ...
28.61 18.12 PremierFinl PFC 4.5 14 27.71 +2.89 .31
13.23 10.62 NewMtnFin NMFC11.3 11 11.32 +0.22 .01 6.37 0.44 OutsetMedical OM ... dd .77 +0.16 ... 24.62 8.26 Rivian RIVN ... dd 10.59 +0.41 ... 48.53 29.40 SkywardSpecIns SKWD ... 15 48.51 +4.81 ...
23.43 17.95 Premier PINC 3.7 17 22.88 +2.60 .21
14.73 10.49 NewProvidenceII A NPAB ... cc 10.90 –0.45 ... 4.10 0.68 OvidTherap OVID ... dd 1.30 +0.16 ... 7.17 0.80 Roadzen RDZN ... dd .91 –0.06 ... 115.03 41.96 SkyWest SKYW ... 19 112.90 +11.57 ...
7.84 2.85 Prenetics PRE ... dd 4.60 –0.02 ...
9.67 5.14 NY Mortgage NYMT13.4 dd 5.96 +0.24 .20 5.78 4.82 OxfordLane OXLC19.8 7 5.45 +0.18 .09 30.63 7.91 Robinhood HOOD ... 52 30.54 +6.57 ... 120.86 86.65 Skyworks SWKS 3.1 18 89.16 +0.25 .70
94.82 64.94 PriceSmart PSMT 1.3 22 90.19 +4.74 .58
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

26.35 8.64 NewAmstPharma NAMS ... ... 24.12 +6.30 ... 3.29 2.74 OxfordSquare OXSQ14.4 dd 2.91 –0.02 .035 32.53 15.98 RocketPharm RCKT ... dd 17.45 +0.47 ... 20.75 8.13 SleepNumber SNBR ... dd 15.92 +3.21 ...
9.86 3.28 PrimeMedicine PRME ... dd 4.10 +0.07 ...
9.68 5.39 NewellBrands NWL 3.0 dd 9.22 +0.43 .07 PQ 40.14 19.65 RockyBrands RCKY 2.9 12 21.60 +1.13 .155 2.52 1.65 SmartSand SND .0 73 2.44 +0.41 .10
13.69 9.41 PrimisFinl FRST 3.3 cc 12.05 +0.83 .10
17.24 0.55 NewGenIvf NIVF ... ... .74 ... ... 5.15 1.50 RockyMtnChoc RMCF ... dd 2.61 +0.01 ... 18.05 11.96 Smith&Wesson SWBI 3.9 18 13.36 +0.20 .13
22.88 13.51 PAM Transport PTSI ... dd 19.07 +3.48 ... 39.35 29.02 PrincetonBncp BPRN 3.1 22 38.90 +3.05 .30
16.10 6.64 Newmark NMRK .8 52 15.56 +0.93 .03 13.06 8.47 RoivantSciences ROIV ... 2 11.87 +0.19 ... 1.52 0.69 SoYoungIntl SY .0 19 .87 ... .06
21.00 14.50 PCB Bancorp PCB 3.5 12 20.64 +1.83 .18 91.98 68.69 PrincipalFinl PFG 3.4 dd 85.45 +3.27 .73
30.04 20.35 NewsCorp A NWSA .7 48 29.52 +2.20 .10 108.84 48.33 Roku ROKU ... dd 73.82 +8.12 ... 13.01 6.01 SoFiTech SOFI ... cc 13.01 +1.97 ...
77.19 57.47 PCConnection CNXN .5 22 73.16 +8.28 .10 24.35 15.92 PriviaHealth PRVA ... cc 21.30 +2.31 ...
32.75 21.19 NewsCorp B NWS .6 52 32.22 +3.14 .10 118.15 7.22 Root ROOT ... dd 81.93 +10.92 ... 17.24 7.80 Sohu.com SOHU ... dd 14.03 ... ...
164.69 88.01 PDD PDD ... 13 117.81 –2.75 ... 4.95 1.52 Procaps PROC ... ... 1.55 –0.24 ...
15.25 10.07 NewtekOne NEWT 5.3 8 14.08 +1.13 .19 579.10 508.22 RoperTech ROP .6 42 567.62 +26.71 .825 1.58 0.33 Sol-GelTech SLGL ... dd .56 +0.05 ...
39.70 27.69 PDF Solutions PDFS ... dd 33.16 +4.40 ... 21.01 8.06 ProficientAuto PAL ... ... 10.00 +1.67 ...
191.86 140.92 NexstarMedia NXST 4.1 9 166.04 –11.04 1.69 163.60 119.73 RossStores ROST 1.0 23 143.40 +3.34.3675 7.50 2.51 SolarBank SUUN ... dd 2.68 –0.67 ...
27.21 13.50 PENN Entmt PENN ... dd 20.49 +1.04 ... 9.75 5.16 ProFrac ACDC ... dd 6.97 +1.01 ...
2.57 1.03 NextCure NXTC ... dd 1.29 –0.04 ... 11.93 10.60 RothCHAcqnV ROCL ... dd 11.31 –0.03 ... 103.15 12.38 SolarEdgeTech SEDG ... dd 13.53 –4.16 ...
1.55 0.43 PLBY Group PLBY ... dd 1.13 –0.18 ... 68.30 48.00 ProgressSoftware PRGS 1.0 36 67.59 +3.24 .175
62.31 30.93 Nextracker NXT ... 11 40.14 +0.53 ... 155.10 100.55 RoyalGold RGLD 1.1 34 149.93 +4.48 .40 15.88 0.60 SolarmaxTech SMXT ... dd .97 +0.07 ...
3.47 1.40 PMV Pharm PMVP ... dd 1.74 +0.11 ... 42.08 13.93 Progyny PGNY ... 26 16.61 +1.61 ...
8.69 3.37 NexxenIntl NEXN ... dd 7.90 –0.23 ... 31.66 25.20 RoyaltyPharma RPRX 3.2 10 26.21 –0.89 .21 15.05 2.00 SolidBiosci SLDB ... dd 5.87 +0.12 ...
31.43 15.63 PRA Group PRAA ... 22 24.18 +3.34 ... 6.30 4.39 ProspectCapital PSEC16.1 19 4.47 –0.66 .06
34.80 2.91 Nikola NKLA ... dd 3.02 –0.74 ... 65.15 37.47 RushEnt A RUSHA 1.1 17 62.95 +5.49 .18 2.35 1.06 SolidPower SLDP ... dd 1.16 ... ...
99.35 29.71 ProceptBio PRCT ... dd 99.07 +6.78 ... 48.89 14.78 ProtagonistTherap PTGX ... 18 46.23 –0.53 ...
4.90 1.21 9F JFU ... 17 1.61 –0.02 ... 58.61 37.85 RushEnt B RUSHB 1.3 15 55.80 +5.84 .18 13.85 0.27 SolidionTech STI ... dd .35 –0.08 ...
199.48 148.01 PTC PTC ... 62 192.83 +7.80 ... 5.24 1.04 ProtaraTherap TARA ... dd 2.54 +0.07 ...
12.51 3.13 908Devices MASS ... dd 3.57 +0.11 ... 66.54 22.91 RxSight RXST ... dd 48.01 –3.09 ...
46.55 18.15 PTC Therap PTCT ... dd 44.28 +3.81 ... 41.55 15.30 Prothena PRTA ... dd 17.70 +1.05 ... 10.50 0.88 Sonder SOND ... dd 4.38 +1.70 ...
3.50 1.57 NiuTech NIU ... dd 2.14 –0.17 ... 60.29 36.96 Ryanair RYAAY 4.1 6 45.68 +0.14.9653
125.50 86.41 Paccar PCAR 1.0 13 114.38 +11.03 .30 16.00 10.76 ProvidentFin PROV 3.5 15 15.81 +0.36 .14 19.76 10.23 Sonos SONO ... dd 13.84 +1.04 ...
16.24 1.90 Nkarta NKTX ... dd 3.19 ... ... 10.65 1.16 PacBiosciCA PACB ... dd 2.30 –0.14 ... S 7.37 2.70 SophiaGenetics SOPH ... dd 3.52 –0.12 ...
14.55 0.06 PsyenceBiomed PBM ... ... .08 +0.01 ...
4.06 0.20 NKGenBiotech NKGN ... dd .27 ... ... 30.13 19.32 PacificPremBncp PPBI 4.7 dd 27.94 +2.45 .33 45.79 26.40 S&T Bancorp STBA 3.2 12 42.16 +4.33 .34 17.44 10.71 SoteraHealth SHC ... 65 16.09 +0.23 ...
25.36 13.18 PubMatic PUBM ... 44 15.61 +0.99 ...
15.00 9.80 nLIGHT LASR ... dd 11.23 –1.03 ... 35.95 11.16 PaciraBioSci PCRX ... dd 17.24 +0.67 ... 258.76 183.64 SBA Comm SBAC 1.8 35 223.92 –1.67 .98 1.67 1.05 SotherlyHotels SOHO ... dd 1.26 –0.19 ...
14.84 5.46 Pulmonx LUNG ... dd 7.44 +1.17 ...
0.39 0.08 noco-noco NCNC ... ... .10 ... ... 15.84 8.83 PactivEvergreen PTVE 3.4 28 11.76 +0.45 .10 36.52 5.30 SBCMedical SBC ... dd 6.85 –0.01 ... 10.25 1.61 SoundHoundAI SOUN ... dd 7.20 +2.06 ...
7.73 2.23 PumaBiotech PBYI ... 16 2.88 –0.07 ...
3.50 0.99 Noodles NDLS ... dd 1.00 –0.17 ... 3.50 0.45 PalladyneAI PDYN ... dd 2.10 +0.09 ... 11.50 2.50 Schmid SHMD ... dd 2.67 –0.20 ... 40.42 24.05 SouthPlainsFin SPFI 1.5 15 39.13 +5.70 .15
34.00 17.08 PureTechHealth PRTC ... dd 20.85 +0.02 ...
279.38 221.31 Nordson NDSN 1.2 32 261.44 +12.41 .78 393.21 234.15 PaloAltoNtwks PANW ... 54 391.40 +28.76 ... 3.07 1.26 SCYNEXIS SCYX ... dd 1.31 –0.02 ... 44.40 24.98 SouthernFirstBcsh SFST ... 25 43.13 +5.04 ...
2.33 0.55 PurpleInnovation PRPL ... dd .84 –0.07 ...
105.44 49.07 NortheastBank NBN .0 13 101.37 +12.98 .01 103.40 54.50 Palomar PLMR ... 24 100.10 +11.72 ... 80.81 55.64 SEI Investments SEIC 1.1 19 80.11 +4.30 .46 67.67 39.00 SoMO Bancorp SMBC 1.4 15 65.14 +6.46 .23
6.85 1.35 PyxisOncology PYXS ... dd 4.42 +0.66 ...
19.63 10.08 NorthernTechsIntl NTIC 2.2 28 12.93 +0.08 .07 78.67 39.90 PapaJohn's PZZA 3.3 19 55.09 –0.17 .46 21.70 11.76 SI-BONE SIBN ... dd 15.32 +1.83 ... 37.86 22.13 SouthernStBcsh SSBK 1.0 10 34.84 +3.57 .09
91.80 48.44 QCR Holdings QCRH .3 13 88.98 +10.61 .06
108.53 68.97 NorthernTrust NTRS 2.9 13 105.18 +5.25 .75 26.34 15.39 ParamountA PARAA .9 dd 22.05 +0.27 .05 12.83 4.26 SIGA Tech SIGA .0 6 7.57 +0.36 .60 37.58 25.30 SouthsideBcshs SBSI 4.0 13 35.89 +3.62 .36
14.40 0.41 QT Imaging QTI ... dd .51 –0.18 ...
13.78 6.98 NorthfieldBanc NFBK 3.8 21 13.54 +1.86 .13 17.50 9.54 ParamountB PARA 1.8 dd 11.07 +0.09 .05 10.04 9.95 SIMAcqnIA SIMA ... ... 9.99 ... ... 11.57 10.07 SparkIAcqnA SPKL ... cc 10.53 –0.04 ...
53.79 8.24 Q32Bio QTTB ... dd 45.29 –2.14 ...
78.00 43.00 NorthrimBanCorp NRIM 3.2 13 75.22 +10.19 .62 34.50 22.32 Park-Ohio PKOH 1.5 26 32.48 +4.24 .125 70.43 51.17 SJW Group SJW 2.9 20 55.78 +0.89 .40 24.51 17.74 SpartanNash SPTN 4.6 14 18.94 –2.31.2175
35.23 13.71 QifuTechnology QFIN 3.7 8 31.20 –1.38 .60
0.19 0.03 NorthViewRt NVACR ... ... .03 –0.01 ... 1.79 0.54 PassageBio PASG ... dd .61 –0.02 ... 11.61 10.78 SKGrowthOppsA SKGR ... 52 11.48 +0.01 ... 1.89 1.01 SperoTherap SPRO ... 4 1.32 +0.14 ...
130.99 70.19 Qorvo QRVO ... dd 70.35 –1.51 ...
15.36 10.45 NorthwestBcshs NWBI 5.5 19 14.52 +1.21 .20 80.85 46.68 PathwardFinl CASH .3 12 79.24 +7.96 .05 24.59 13.93 SLM SLM 2.2 8 23.21 +1.51 .13 18.14 13.24 SpokHoldings SPOK 7.3 24 17.05 +1.56.3125
230.63 120.97 Qualcomm QCOM 2.0 19 170.91 +5.64 .85
55.22 25.75 NorthwestPipe NWPX ... 18 52.73 +4.51 ... 16.16 10.63 PatriaInvts PAX 7.2 22 12.16 +0.50 .15 16.77 14.41 SLR Invt SLRC10.1 9 16.17 +0.89 .41 15.93 9.17 Sportradar SRAD ... 76 15.86 +3.38 ...
206.35 119.17 Qualys QLYS ... 34 153.99 +33.65 ...
57.48 46.15 NorthWesternEner NWE 4.8 15 54.22 +1.43 .65 12.06 11.02 PatriaLatAm PLAO ... 31 11.62 –0.01 ... 218.74 160.58 SPS Commerce SPSC ... 89 185.23 +18.76 ... 5.41 1.81 SportsmansWrhs SPWH ... dd 2.46 –0.14 ...
6.22 1.41 QuantaSing QSG .0 4 3.34 +0.23 .201
34.50 23.50 NorwoodFin NWFL 3.8 20 31.82 +2.15 .30 148.35 75.01 PatrickIndustries PATK 1.7 18 125.84 +10.07 .55 1.53 0.02 Srivaru SVMH ... ... .03 ... ... 11.70 10.76 SpringValleyII A SVII ... 31 11.40 –0.03 ...
29.70 10.50 Quanterix QTRX ... dd 15.10 +1.67 ...
247.21 107.00 Nova NVMI ... 37 197.68 +12.69 ... 5.90 1.39 PatriotNatBncp PNBK ... dd 1.97 +0.39 ... 77.02 51.92 SS&C Tech SSNC 1.3 27 74.78 +4.38 .25 0.20 0.02 SpringValleyII Rt SVIIR ... ... .08 +0.01 ...
18.00 2.22 Quantum QMCO ... dd 4.43 +0.19 ...
187.12 120.19 Novanta NOVT ... cc 182.65 +8.43 ... 32.58 19.89 Patterson PDCO 5.0 11 20.80 –0.05 .26 12.04 3.76 SSR Mining SSRM 4.9 dd 5.70 –0.44 .07 53.92 18.00 SpringWorks SWTX ... dd 33.99 +3.37 ...
2.43 0.70 Quantum-Si QSI ... dd .94 +0.17 ...
23.86 3.53 Novavax NVAX ... dd 8.91 –0.44 ... 12.65 7.38 PattersonUTIEn PTEN 3.9 dd 8.30 +0.88 .08 18.75 15.65 SWK Holdings SWKH ... 17 16.58 +0.06 ... 146.27 40.39 SproutsFarmers SFM ... 42 145.15 +14.94 ...
10.50 10.07 QuettaAcqn QETA ... 41 10.50 +0.02 ...
24.74 10.87 Novocure NVCR ... dd 17.44 +1.26 ... 149.26 113.87 Paychex PAYX 2.6 32 148.57 +9.48 .98 26.05 24.77 SWPGrowth&Incm SWP ... ... 25.99 +0.98 ... 47.97 8.43 SpyreTherapeutics SYRE ... dd 39.58 +5.60 ...
2.20 1.00 QuettaAcqnRt QETAR ... ... 1.46 –0.34 ...
3.10 1.40 Novonix NVX ... dd 1.88 +0.06 ... 22.65 10.92 PaycorHCM PYCR ... dd 17.13 +1.65 ... 2.27 0.25 Quhuo QH ... dd 1.39 –0.09 ... 19.78 12.83 SabraHealthcare SBRA 6.1 47 19.55 +0.91 .30 52.68 26.66 StaarSurgical STAA ... 68 29.59 +1.03 ...
79.03 1.40 Nukkleus NUKK ... ... 2.32 +0.05 ... 213.98 129.94 Paylocity PCTY ... 54 211.16 +19.40 ... 4.68 1.81 Sabre SABR ... dd 3.60 +0.42 ... 7.92 4.25 Stagwell STGW ... cc 7.85 +1.35 ...
75.86 29.74 QuidelOrtho QDEL ... dd 43.75 +4.65 ...
28.42 4.96 NurixTherap NRIX ... dd 27.34 +2.87 ... 10.90 4.22 Payoneer PAYO ... 31 10.81 +2.35 ... 1.79 0.51 QuinceTherap QNCX ... dd 1.70 +0.16 ... 90.00 71.99 SafetyInsurance SAFT 4.2 17 86.36 +8.23 .90 3.04 1.21 StdBioTools LAB ... dd 2.15 +0.16 ...
73.69 37.54 Nutanix NTNX ... dd 70.30 +7.75 ... 83.70 53.87 PayPal PYPL ... 20 83.01 +5.76 ... 27.00 13.38 SagaComm SGA 7.3 18 13.69 –0.21 .25 27.47 17.92 StarBulkCarriers SBLK10.5 7 20.10 +1.06 .70
26.27 10.46 QuinStreet QNST ... dd 22.50 +2.59 ...
113.51 55.33 Nuvalent NUVL ... dd 95.42 +6.20 ... 37.88 20.30 PeapackGladFin PGC .6 20 36.25 +4.02 .05 28.26 5.64 SageTherap SAGE ... dd 6.31 +0.26 ... 6.53 3.43 StarEquity STRR ... dd 3.59 ... ...
7.69 2.90 QurateRetailB QRTEB ... dd 3.11 –0.38 ...
26.15 24.99 NuvPfd&Incm NPFI 5.2 ... 25.86 +0.08.1178 11.48 10.65 PearlHldgsAcqnA PRLH ... cc 11.25 +0.04 ... 20.71 2.13 Sagimet SGMT ... dd 5.94 +0.61 ... 15.31 10.90 Star STHO ... 2 12.26 +0.06 ...
1.80 0.43 QurateRetailA QRTEA ... dd .45 –0.10 ...
33.78 17.85 Nuvei NVEI 1.2 dd 33.55 –0.10 .10 87.19 44.00 Pegasystems PEGA .1 63 86.68 +5.33 .03 628.34 358.90 Saia SAIA ... 39 544.89 +64.20 ... 107.66 71.55 Starbucks SBUX 2.5 30 97.55 –1.32 .61
149.77 45.01 NVIDIA NVDA .0 69 147.63 +12.23 .01 8.95 2.70 Peloton PTON ... dd 8.90 +1.65 ... R 12.00 2.85 SanaBiotech SANA ... dd 3.01 –0.66 ... 28.38 6.59 StardustPower SDST ... dd 7.60 +0.16 ...
20.00 4.00 Nyxoah NYXH ... dd 9.49 –0.06 ... 29.81 14.87 PenguinSolutions PENG ... ... 17.50 +1.53 ... 27.35 1.64 RaptTherap RAPT ... dd 2.89 +0.66 ... 38.54 19.52 SandySpringBncp SASR 3.6 20 37.54 +4.19 .34 8.84 5.33 StealthGas GASS ... 3 5.76 +0.09 ...
 44 BARRON’S November 11, 2024

D ATA NASDAQ ISSUES FOREIGN MARKETS

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
155.56 104.60 SteelDynamics STLD 1.2 13 148.55 +14.90 .46 18.40 7.12 Travelzoo TZOO ... 17 17.07 –0.52 ... 13.04 5.36 ViantTech DSP ... dd 12.97 +1.45 ... 12.70 6.64 WarnerBrosA WBD ... dd 9.18 +0.95 ... 24.66 2.06 XIAO-I AIXI ... dd 6.00 +0.25 ...
68.70 25.06 StepStone STEP 1.4 cc 68.03 +9.03 .24 19.93 5.12 TravereTherap TVTX ... dd 19.85 +2.28 ... 29.11 8.49 ViaSat VSAT ... dd 8.99 –0.51 ... 38.05 27.06 WarnerMusic WMG 2.2 32 33.00 +0.79 .18 33.78 14.27 XOMARoyalty XOMA ... dd 30.97 +0.59 ...
194.07 62.13 SterlingInfr STRL ... 33 193.61 +39.95 ... 15.98 3.92 TreaceMed TMCI ... dd 8.04 +3.26 ... 13.62 8.95 Viatris VTRS 3.7 dd 12.96 +1.34 .12 40.05 23.89 WashTrBcp WASH 5.8 14 38.53 +4.38 .56 27.03 15.24 XP XP 15.4 11 17.07 +0.30 .73
50.01 32.71 StevenMadden SHOO 1.9 19 44.63 –0.12 .21 4.00 0.97 TreviTherap TRVI ... dd 2.91 –0.10 ... 11.32 6.60 ViaviSolutions VIAV ... dd 10.53 +0.67 ... 16.86 10.60 WaterstoneFinl WSBF 3.8 22 15.69 +0.96 .15 9.96 3.51 XBiotech XBIT ... dd 7.55 +0.20 ...
5.05 2.06 StitchFix SFIX ... dd 3.78 +0.53 ... 50.63 31.73 TriCoBancshares TCBK 2.8 14 47.35 +4.42 .33 59.70 30.90 Vicor VICR ... cc 58.89 +12.85 ... 33.25 20.26 Waystar WAY ... dd 31.62 +2.85 ... 68.36 46.79 XcelEnergy XEL 3.3 20 67.37 +0.68.5475
76.37 42.35 StockYardsBncp SYBT 1.7 20 73.62 +9.11 .31 28.51 22.45 TriMas TRS .6 42 27.32 +0.26 .04 68.00 30.12 VictoryCapital VCTR 2.2 16 66.12 +6.00 .41 135.00 77.00 WeatherfordIntl WFRD 1.1 12 87.49 +9.99 .25 26.84 15.31 Xencor XNCR ... dd 23.62 +2.36 ...
17.58 3.77 StokeTherap STOK ... dd 13.88 +1.02 ... 73.17 40.79 Trimble TRMB ... 12 72.65 +11.44 ... 6.98 2.47 VigilNeurosci VIGL ... dd 3.57 –0.30 ... 12.54 7.03 Weibo WB .0 7 8.62 –0.34 .80 50.99 27.99 XenonPharm XENE ... dd 45.00 +3.31 ...
19.46 10.20 StoneCo STNE ... 10 11.30 +0.22 ... 3.55 1.05 TrinityBiotech TRIB ... dd 1.61 –0.08 ... 99.41 9.34 VikingTherap VKTX ... dd 68.48 –4.40 ... 20.65 15.62 Wendy's WEN 5.1 21 19.54 –0.12 .25 3.64 1.46 XerisBiopharma XERS ... dd 3.47 +0.24 ...
101.62 59.07 StoneX SNEX ... 13 97.31 +6.56 ... 15.44 13.05 TrinityCapital TRIN14.4 8 14.08 +0.73 .51 33.62 23.63 VillageSuper A VLGEA 3.0 9 32.97 +4.26 .25 8.19 1.66 WerewolfTherap HOWL ... dd 2.30 –0.18 ... 19.78 8.02 Xerox XRX 11.2 dd 8.89 +0.60 .25
14.93 6.05 Stratasys SSYS ... dd 7.67 +0.34 ... 69.67 31.55 Trip.com TCOM ... 23 65.48 +0.29 ... 7.18 3.43 Vimeo VMEO ... 34 6.79 +1.93 ... 19.80 14.10 WeRide WRD ... dd 15.50 +0.98 ... 1.93 0.49 XilioTherap XLO ... dd .99 –0.33 ...
123.62 85.11 StrategicEd STRA 2.4 19 99.91 +13.28 .60 28.76 12.93 Tripadvisor TRIP ... 66 15.49 –0.64 ... 11.85 9.01 VinciPartners VINP 6.8 16 10.46 +0.35 .17 43.26 33.12 WernerEnterprises WERN 1.4 56 40.66 +3.12 .14 38.74 11.08 Xometry XMTR ... dd 30.59 +8.11 ...
43.15 20.87 Strattec STRT ... 10 40.31 +3.79 ... 10.42 3.32 TriSalusLifeSci TLSI ... dd 4.23 +0.22 ... 10.00 9.96 VineHillCapA VCIC ... ... 9.99 +0.02 ... 36.13 24.55 WesBanco WSBC 4.1 17 35.15 +3.60 .36 28.58 24.96 XtrkRreefGlbNat NRES 1.9 ... 26.40 +0.02.2153
30.66 20.30 StratusProp STRS ... dd 26.40 +4.30 ... 102.49 64.05 TriumphFinl TFIN ... cc 95.82 +8.21 ... 9.30 2.26 VinFastAuto VFS ... dd 3.75 –0.01 ... 24.38 15.80 WestBancorp WTBA 4.2 19 23.93 +2.61 .25 2.41 1.42 Xunlei XNET ... 9 2.07 +0.16 ...
11.56 1.65 StrongholdDig SDIG ... dd 5.38 +0.98 ... 5.35 1.60 trivago TRVG .0 dd 1.69 +0.01.5628 1.94 0.50 ViomiTech VIOT ... dd 1.35 ... ... 59.02 43.82 WestamericaBncp WABC 3.1 10 56.76 +5.26 .44 ... ... YHNAcqnI YHNA ... ... 10.01 ... ...
66.38 26.61 StructureTherap GPCR ... dd 38.02 –3.12 ... 13.79 7.55 TruBridge TBRG ... dd 13.55 +0.55 ... 13.09 7.12 VirBiotech VIR ... dd 9.60 +0.34 ... 81.55 44.04 WesternDigital WDC ... 42 69.61 +3.73 ... ... ... YHNAcqnIRt YHNAR ... ... .12 ... ...
13.55 5.68 SummitStateBk SSBI 2.4 9 6.55 –0.24 .04 4.53 2.28 TrueCar TRUE ... dd 4.12 +0.26 ... 18.50 6.02 VircoMfg VIRC .6 9 15.51 +1.51 .025 9.25 6.00 WestNewEngBncp WNEB 3.2 17 8.78 +0.09 .07 20.90 4.69 Y-mAbsTherap YMAB ... dd 15.48 +0.74 ...
33.89 1.75 SummitTherap SMMT ... dd 21.41 +2.42 ... 11.82 0.40 TruGolf TRUG ... dd .45 –0.14 ... 34.30 16.02 VirtuFinancial VIRT 2.8 17 34.19 +2.63 .24 7.86 3.97 WestportFuelSys WPRT ... dd 4.06 –0.06 ... 11.00 2.05 YXT.COM YXT ... ... 2.21 –0.16 ...
17.56 9.22 SunCountryAir SNCY ... 19 15.17 +0.07 ... 79.38 11.75 TrumpMedia&Tech DJT ... dd 31.91 +1.35 ... 131.70 86.77 Visteon VC ... 5 92.09 +0.90 ... 11.21 5.28 WestrockCoffee WEST ... dd 7.21 +0.48 ... 41.96 33.32 YorkWater YORW 2.2 25 37.49 +2.21.2108
7.59 4.15 SunOpta STKL ... dd 7.29 +0.49 ... 57.90 19.69 Trupanion TRUP ... dd 50.49 –4.07 ... 36.41 19.41 VitaCoco COCO ... 35 35.61 +3.64 ... 41.05 24.47 WeycoGroup WEYS 2.7 13 38.47 +4.712.00 36.60 13.48 ZaiLab ZLAB ... dd 30.62 +0.16 ...
22.26 8.82 SunRun RUN ... dd 10.23 –4.53 ... 37.84 25.83 TrustcoBank TRST 4.0 14 35.96 +3.10 .36 48.41 11.72 VitalFarms VITL ... 27 30.91 –3.65 ... 50.00 17.23 Willdan WLDN ... 27 43.79 +0.11 ... 403.78 202.01 ZebraTech ZBRA ... 54 399.31 +14.67 ...
30.00 13.94 SuperHiIntl HDL ... 39 16.55 +0.28 ... 39.90 20.74 Trustmark TRMK 2.4 dd 38.64 +4.43 .23 8.80 3.36 VividSeats SEAT ... dd 3.58 –0.56 ... 235.43 43.49 WillisLease WLFC .5 14 201.34 +17.11 .25 26.25 16.17 ZenasBioPharma ZBIO ... ... 21.00 +0.53 ...
122.90 20.20 SuperMicroComp SMCI ... 12 24.52 –1.53 ... 9.69 3.73 TScanTherap TCRX ... dd 5.78 +0.83 ... 10.39 8.02 Vodafone VOD 10.1 21 9.31 –0.04.4815 320.45 234.01 WillisTowers WTW 1.1 dd 316.30 +17.00 .88 18.07 2.66 ZentalisPharm ZNTL ... dd 3.96 +0.64 ...
21.80 9.86 SuperiorGroup SGC 3.2 21 17.44 +2.42 .14 1.76 0.59 Tuniu TOUR ... dd 1.15 +0.03 ... 3.14 0.63 VorBiopharma VOR ... dd .96 +0.15 ... 1.87 0.56 WiMiHologram WIMI ... dd .85 –0.01 ... 9.04 3.89 ZevraTherap ZVRA ... dd 9.00 +0.60 ...
39.37 25.53 SupernusPharm SUPN ... 34 36.60 +2.63 ... 5.75 0.44 TurnstoneBiologics TSBX ... dd .53 +0.04 ... 11.20 9.95 VoyagerAcqnA VACH ... ... 10.02 ... ... 433.86 206.06 Wingstop WING .3 99 339.98 +43.04 .27 70.90 37.76 ZiffDavis ZD ... 50 56.65 +10.28 ...
36.92 22.25 SurgeryPartners SGRY ... dd 30.36 +1.61 ... 18.45 9.40 TurtleBeach HEAR ... dd 17.11 +1.60 ... 11.72 5.71 VoyagerTherap VYGR ... 25 7.13 +0.13 ... 451.30 330.25 Winmark WINA .9 38 410.46 +25.78 7.50
72.03 34.33 Zillow A ZG ... dd 71.26 +13.59 ...
42.44 25.17 Surmodics SRDX ... dd 38.46 +0.83 ... 18.00 10.90 TwinDisc TWIN 1.3 18 12.45 +0.77 .04 76.93 5.00 Vroom VRM ... dd 8.90 +0.08 ... 131.66 76.67 WintrustFinl WTFC 1.4 13 128.60 +14.21 .45
74.55 35.44 Zillow C Z ... dd 73.89 +14.09 ...
6.13 2.01 SutroBioph STRO ... dd 4.38 +0.83 ... 60.90 15.85 TwistBiosci TWST ... dd 45.40 +3.83 ... W 3.44 1.35 WISeKey WKEY ... dd 1.84 –0.10 ...
22.40 7.78 ZimVie ZIMV ... dd 14.24 +0.20 ...
59.82 17.11 Symbotic SYM ... dd 33.95 +5.51 ... 6.40 1.54 2seventybio TSVT ... dd 4.73 +0.33 ... 179.00 86.06 Wix.com WIX ... cc 172.50 +8.56 ...
16.47 3.50 WaveLifeSci WVE ... dd 16.44 +2.61 ... 60.41 32.18 ZionsBancorp ZION 3.0 13 58.13 +6.69 .43
121.37 67.83 Synaptics SYNA ... 20 80.92 +10.70 ... 29.60 10.60 TyraBiosciences TYRA ... dd 16.11 –0.28 ... 188.35 126.31 Woodward WWD .6 30 178.45 +17.13 .25
288.57 211.03 WD-40 WDFC 1.3 54 277.53 +13.14 .88 81.57 55.06 ZoomVideo ZM ... 29 81.46 +5.86 ...
311.28 199.81 Workday WDAY ... 45 256.54 +17.42 ...
25.34 13.14 SyndaxPharm SNDX ... dd 21.81 +2.83 ... U 25.66 10.22 Webtoon WBTN ... dd 10.83 +0.29 ... 1289.00 3.93 Zoomcar ZCAR ... 0 7.05 +2.00 ...
629.38 457.52 Synopsys SNPS ... 58 561.55 +43.15 ... 149.31 101.00 WorldAcceptance WRLD ... 8 122.90 +8.28 ...
139.54 100.40 UFP Inds UFPI 1.0 19 134.49 +11.41 .33 59.26 35.09 WSFS Financial WSFS 1.1 13 55.96 +6.32 .15 19.39 7.65 ZoomInfoTech ZI ... cc 11.99 +0.66 ...
2.30 1.27 SyprisSolutions SYPR ... dd 1.36 ... ... 110.38 71.63 WynnResorts WYNN 1.2 10 84.30 –11.38 .25
125.98 65.63 UMB Fin UMBF 1.3 15 122.11 +13.83 .40 9.77 0.67 WW Intl WW ... dd .86 –0.21 ... 259.61 153.45 Zscaler ZS ... dd 195.73 +13.14 ...
8.17 1.43 SyrosPharm SYRS ... dd 2.61 +0.35 ... 38.17 24.66 WaFd WAFD 2.8 15 36.62 +3.05 .26 XYZ 31.37 12.90 Zumiez ZUMZ ... dd 22.09 +2.54 ...
14.48 3.10 UPFintech TIGR ... 39 6.22 –0.26 ...
T 19.68 10.25 USCB Financial USCB 1.0 19 19.58 +4.58 .05 2.47 0.56 Wag! PET ... dd .64 –0.07 ... 47.40 0.84 XBPEurope XBP ... dd .88 –0.12 ... 17.26 6.93 Zymeworks ZYME ... dd 16.63 +3.35 ...
143.56 39.42 US Lime&Min USLM .1 42 143.11 +34.65 .05 27.05 8.22 WalgreensBoots WBA11.0 dd 9.07 –0.39 .25 30.47 6.40 XCHG XCH ... ... 17.00 –1.97 ... 13.77 7.15 Zynex ZYXI ... 61 9.01 +0.25 ...
7.84 2.30 TelaBio TELA ... dd 3.08 +0.18 ...
15.25 11.70 TFS Finl TFSL 8.1 51 13.98 +1.02.2825 2.96 0.97 uCloudlink UCL ... 9 1.00 –0.14 ...
2.07 0.80 TMCthemetals TMC ... dd .98 –0.01 ... 16.01 6.67 Udemy UDMY ... dd 8.65 +0.61 ...
12.60 5.60 TMT Acqn TMTC ... 35 8.40 +1.14 ... 574.76 318.17 UltaBeauty ULTA ... 15 385.26 +7.61 ...
0.45
236.74
0.14
145.77
TMT Acqn Rt
T-MobileUS
TMTCR ...
TMUS 1.2
...
27
.37
235.31
–0.01 ...
+12.03 .88
56.47
60.37
24.55
34.06
UltraClean
UltragenyxPharm
UCTT ...
RARE ...
cc
dd
38.12
50.36
+3.79 ...
–0.63 ... Europe Asia
69.86 31.00 TPG TPG 2.5 dd 66.22 +0.28 .38 13.39 6.36 Ultralife ULBI ... 13 7.98 –0.57 ...
Damn Yankees: Bourses sank on worries over Trump’s Tariff Trade: China announced a stimulus package, which
5.75 1.90 TPIComposites TPIC ... dd 2.82 –0.64 ... 32.00 21.00 UnionBankshares UNB 5.0 13 29.04 +0.84 .36
threats of tariffs and reduced backing for NATO. offset anxieties over Trump tariffs. Japan’s yen sank.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

122.27 90.02 T.RowePrice TROW 4.2 13 117.62 +5.56 1.24 11.35 3.73 uniQure QURE ... dd 7.79 +1.93 ...
22.70 3.67 TTEC TTEC12.6 dd 4.60 –0.59 .06 87.87 37.02 UnitedAirlines UAL ... 11 87.51 +7.05 ...
25.49 13.43 TTM Tech TTMI ... 38 25.28 +3.19 ... 42.95 29.19 UnitedBkshrsWV UBSI 3.6 16 41.64 +4.03 .37 -0.73% S&P Europe BMI S&P Pan Asia BMI 2.30%
35.40 21.31 TWFG TWFG ... ... 33.37 +1.65 ... 25.55 18.04 UnitedFire UFCS 2.6 13 24.34 +4.85 .16
16.25 6.75 UnitedGuardian UG 6.5 15 10.79 –2.02 .35
Greece 2.21 Japan 3.58
5.00 2.87 Taboola TBLA ... dd 3.24 –0.10 ...
16.95 10.38 TactileSystems TCMD ... 23 15.02 +0.33 ... 9.10 7.02 UnitedSecBcshrs UBFO 5.3 9 9.07 +0.31 .12 Sweden 1.06 Taiwan 3.57
417.82 208.62 UnitedTherap UTHR ... 18 410.00 +35.98 ...
180.53 135.24 TakeTwoSoftware TTWO ... dd 177.90 +14.12 ... -0.23 Germany Singapore 3.49
214.00 52.01 TalenEnergy TLN ... 15 206.50 +32.62 ... 6.71 2.57 Uniti UNIT10.2 14 5.90 +0.62 .15
1.61 0.43 Talphera TLPH ... dd .91 –0.01 ... 46.17 24.85 UnityBancorp UNTY 1.1 12 45.35 +6.77 .13 -0.54 Belgium New Zealand 3.05

53.69 13.82 TandemDiabetes TNDM ... dd 30.60 –1.31 ... 2.26 1.11 UnityBiotech UBX ... dd 1.17 –0.14 ... -0.89 Norway China 2.85
13.01 2.71 TangoTherap TNGX ... dd 2.95 –2.20 ... 237.00 148.75 UnivDisplay OLED .9 36 179.88 –0.37 .40
14.20 7.17 UnvlElectronics UEIC ... dd 11.09 +2.74 ...
-0.91 France Australia 2.11
12.19 10.87 TargetGlbl I A TGAA ... cc 11.27 +0.01 ...
51.59 15.60 TarsusPharm TARS ... dd 49.42 +2.12 ... 53.29 23.03 UnivLogistics ULH .8 10 51.80 +9.11 .105 -1.02 Netherlands Hong Kong 1.27
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

45.30 14.10 UnvlStainless USAP ... 16 43.95 +0.05 ...

19.60 10.56 TaskUs TASK ... 35 18.94 +5.76 ... -1.15 U.K. Malaysia 1.07
19.47 8.04 TatTechnologies TATT ... 25 18.35 –0.06 ... 32.24 17.34 UnivestFin UVSP 2.7 12 30.84 +3.03 .21
4.32 1.19 TayshaGene TSHA ... dd 1.50 –0.03 ... 38.72 26.50 Upbound UPBD 4.5 23 32.97 +3.51 .37 -1.17 Switzerland South Korea 0.68

12.25 11.07 Tech&TelecomA TETE ... dd 12.15 –0.04 ... 5.28 1.79 UplandSoftware UPLD ... dd 2.59 +0.46 ... -1.42 Finland Thailand 0.20
41.93 22.82 TechTarget TTGT ... dd 29.67 +1.32 ... 82.25 19.84 Upstart UPST ... dd 81.00 +32.52 ...
29.46 20.74 UpstreamBio UPB ... ... 26.18 +1.42 ...
-2.08 Italy -0.81 India
47.00 12.12 TectonicTherap TECX ... dd 43.96 +3.08 ...
8.62 4.54 Ericsson ERIC 2.1 dd 8.23 –0.24.1326 17.79 8.43 Upwork UPWK ... 26 15.93 +1.95 ... -2.70 Denmark -2.40 Philippines
48.90 31.37 UrbanOutfitters URBN ... 12 37.72 +2.03 ...
15.02 6.93 Telesat TSAT ... 8 11.56 –1.04 ...
20.70 10.60 UroGenPharma URGN ... dd 12.12 –0.08 ...
-2.75 Spain -3.13 Indonesia
5.03 1.89 Telos TLS ... dd 4.66 +1.11 ...
77.00 22.89 TempusAI TEM ... ... 73.77 +27.71 ... 2.00 1.30 Usio USIO ... 15 1.46 +0.13 ... Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
57.90 14.02 10xGenomics TXG ... dd 15.64 –0.69 ... 87.86 63.38 UtahMedProducts UTMD 1.8 16 67.91 +3.82 .30
3.70 2.20 UTStarcom UTSI ... dd 2.69 –0.15 ...
53.50
7.01
35.25
1.61
Tenable
TenayaTherap
TENB ...
TNYA ...
dd
dd
41.81
2.76
+3.03 ...
+0.82 ...
V
13.09 1.41 Uxin UXIN ... dd 4.71 +0.75 ... Key Foreign Stock Market Indexes
163.21 85.20 Teradyne TER .4 35 110.89 +4.40 .12 Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
11.40 3.26 TernsPharm TERN ... dd 7.30 +0.36 ... 4.50 1.39 VNET VNET ... dd 3.49 +0.09 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
11.64 6.90 TerritorialBncp TBNK .4 dd 10.79 +0.49 .01 11.74 2.27 VOXX Intl VOXX ... dd 6.92 –0.81 ... Amsterdam AEX 874.18 –1.07 +87.36 +11.10 Mexico City IPC 51845 +2.42 –5541.08 –9.66
328.71 138.80 Tesla TSLA ... 88 321.22 +72.24 ... 118.94 57.10 VSE VSEC .3 cc 117.80 +14.47 .10 Milan FTSE All Share 36135 –1.72 +3656.66 +11.26
Athens General 1413.13 +1.63 +119.99 +9.28
51.20 30.52 TetraTech TTEK .5 43 46.81 –2.11 .058 11.70 2.07 Vacasa VCSA ... dd 2.77 +0.22 ...
Bangkok SET 1464.69 +0.04 +48.84 +3.45 Oslo Composite 1618.93 –1.49 +99.61 +6.56
21.09 0.26 TevogenBio TVGN ... dd 1.22 –1.15 ... 11.22 6.47 ValleyNatlBncp VLY 4.4 16 9.96 +0.54 .11
86.00 53.16 TexasCapBcshs TCBI ... cc 84.09 +7.29 ... 14.49 5.16 Valneva VALN ... dd 5.24 –0.51 ... Bombay Sensex 79486 –0.30 +7246.06 +10.03 Paris CAC 7338.67 –0.95 –204.51 –2.71
220.39 143.08 TexasInstruments TXN 2.5 41 220.29 +15.37 1.36 11.69 11.01 ValuenceI A VMCA ... 62 11.50 –0.03 ... Brussels Bel-20 4265.64 –0.05 +557.87 +15.05 Santiago Selective 3530.39 –0.47 +62.85 +1.81
201.24 102.58 TexasRoadhouse TXRH 1.2 34 197.77 +10.25 .61 6.75 3.30 VandaPharm VNDA ... dd 5.19 +0.53 ... Sao Paulo Bovespa 127829 –0.23 –6355.44 –4.74
59.26 29.92 TheBancorp TBBK ... 14 54.59 +4.94 ... Buenos Aires Merval 1964487 +4.50 +1034783 +111.30
21.50 10.19 VarexImaging VREX ... 21 14.22 +1.02 ...
Seoul Composite 2561.15 +0.74 –94.13 –3.55
3.07 1.43 TherapeuticsMD TXMD ... dd 1.52 –0.03 ... 60.58 34.95 VaronisSystems VRNS ... dd 52.38 +1.15 ... Copenhagen OMX 20 2366.33 –2.90 +82.80 +3.63
11.71 7.44 TheravanceBio TBPH ... dd 8.94 +0.66 ... 4.55 2.11 VastaPlatform VSTA ... dd 2.55 –0.15 ... Shanghai Composite 3452.30 +5.51 +477.36 +16.05
Dublin ISEQ 9879.00 +0.22 +1118.64 +12.77
35.86 15.75 ThirdCoastBcshs TCBX ... 15 35.09 +2.56 ... 121.06 46.16 Vaxcyte PCVX ... dd 106.67 –0.62 ... Shenzhen B Share Idx 1270.85 +3.07 +189.85 +17.56
EURO STOXX SXXE 498.69 –1.08 +24.55 +5.18
16.94 5.82 ThirdHarmonic THRD ... dd 15.00 +0.67 ... 18.56 2.71 Veea VEEA ... dd 2.87 –0.54 ... Singapore FTSE STI 3724.37 +4.75 +484.10 +14.94
5.20 2.19 Thoughtworks TWKS ... dd 4.49 +0.03 ... 49.25 26.71 VeecoInstr VECO ... 21 28.68 –0.11 ... EURO STOXX 50 SXSE 4802.76 –1.54 +281.11 +6.22
Stockholm OMXS 982.16 +0.57 +79.28 +8.78
2.60 0.50 ThredUp TDUP ... dd .93 +0.38 ... 11.48 1.79 VentyxBiosciences VTYX ... dd 2.20 +0.05 ... Frankfurt DAX 19215 –0.21 +2463.84 +14.71
12.12 0.30 ThunderPower AIEV ... dd .37 +0.05 ... STOXX Europe 50 SXSP 4287.00 –1.70 +193.63 +4.73
8.35 4.38 VeraBradley VRA ... cc 5.40 +0.36 ... Helsinki OMHX 9747.82 –1.49 –349.86 –3.46
2.97 1.45 TilrayBrands TLRY ... dd 1.49 –0.15 ... 50.78 11.69 VeraTherap VERA ... dd 48.09 +4.27 ... STOXX Europe 600 SXXP 506.63 –0.84 +27.64 +5.77
33.98 23.93 TimberlandBncp TSBK 3.1 11 32.20 +2.01 .25 Hong Kong Hang Seng 20728 +1.08 +3680.80 +21.59
41.43 18.61 Veracyte VCYT ... dd 36.48 +2.17 ... Sydney S&P/ASX 200 8295.10 +2.17 +704.28 +9.28
29.30 12.30 TitanMachinery TITN ... 6 14.83 +1.11 ... 54.47 32.31 Vericel VCEL ... cc 54.00 +10.01 ... Istanbul IMKB 9184.82 +3.37 +1714.64 +22.95
Taipel Weighted 23553 +3.40 +5623.08 +31.36
40.47 23.75 Torm TRMD24.4 3 23.97 –1.78 1.20 38.17 20.61 VerintSystems VRNT ... 36 24.35 +2.89 ... Jakarta Composite 7287.19 –2.91 +14.39 +0.20 Tel Aviv 125 Index 2231.66 +0.81 +344.58 +18.26
46.54 22.30 TowerSemi TSEM ... 10 45.88 +3.94 ... 220.91 167.05 VeriSign VRSN ... 21 183.56 +6.88 ...
Johannesburg All Share 85124 –1.25 +8231.37 +10.70 Tokyo Nikkei-225 39500 +3.80 +6036.20 +18.04
36.50 24.63 TowneBank TOWN 2.8 18 35.44 +3.05 .25 287.21 217.34 VeriskAnalytics VRSK .5 44 284.98 +9.50 .39
307.64 193.60 TractorSupply TSCO 1.5 28 288.56 +21.99 1.10 30.64 17.43 Veritex VBTX 2.7 19 29.52 +2.49 .20 Kuala Lumpur Composite 1621.24 +1.08 +166.58 +11.45 Toronto S&P/TSX 24759 +2.08 +3800.96 +18.14
132.65 60.23 TradeDesk TTD ... cc 125.13 +5.94 ... 7.76 1.48 Veritone VERI ... dd 3.57 +0.31 ... LISBON PSI 4249.32 –4.07 –482.96 –10.21 Vienna ATX 3550.16 +0.61 +115.19 +3.35
136.14 86.06 Tradeweb TW .3 63 131.93 +5.03 .10 39.40 11.39 VeronaPharma VRNA ... dd 38.58 +3.60 ... London FTSE - 100 8072.39 –1.28 +339.15 +4.39 Wellington S&P/NZX 50 12770 +1.68 +999.84 +8.49
0.23 0.06 TrailblazerI Rt TBMCR ... ... .19 –0.03 ... 11.41 0.70 VerricaPharm VRCA ... dd .83 –0.70 ...
11.61 10.37 TrailblazerI A TBMC ... 56 11.07 –0.03 ... 16.27 7.36 VersaBank VBNK .5 12 16.10 +0.88.0185 Madrid IBEX 35 11551 –2.46 +1449.50 +14.35 Zurich Swiss 11797 –1.42 +659.93 +5.93
7.97 3.32 TransActTechs TACT ... dd 4.23 –0.01 ... 52.93 23.31 Vertex VERX ... cc 51.99 +9.82 ... Manila Composite 6977.18 –2.32 +527.14 +8.17 Indexes are based on local currencies. Because of various holidays and other market closings, the most
147.12 86.99 Transcat TRNS ... 56 110.13 +14.72 ... 519.88 341.90 VertexPharm VRTX ... dd 516.74 +45.62 ... recent close is not necessarily that of the week of publication.
177.37 55.29 TransMedics TMDX ... 92 85.98 +3.58 ... 19.34 4.31 VerveTherap VERV ... dd 6.31 +0.38 ...
 November 11, 2024 BARRON’S 45

D ATA TOP 500 EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div
NOTICE TO READERS: Listed are Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
the top 500 ETF’s based on weekly GrShr2xLgTSLA TSLR ... 29.37 +11.22 ... ConsStaplesSPDR XLP 2.6 80.82 +0.67 .439 GlbX MLP&Energy MLPX 4.2 60.28 +3.83 .65 iShLatinAmer40 ILF 6.2 24.73 +0.54 .8603 SPDRPtfEM SPEM 2.5 40.48 +0.23 .4514
volume. GrShr2xShNVDA NVD ... 28.08 –5.67 ... DimenCoreFxIncm DFCF 4.6 42.17 +0.39 .1859 GlbXRuss2000Cvr RYLD 11.7 16.79 +0.70 .1617 iShMSCIAustralia EWA 3.7 25.94 +0.49 .4883 SPDR PtfHYBd SPHY 7.7 23.86 +0.34 .1504
GrShr2xShTSLA TSDD 8.6 3.17 –2.67 3.867 DimenEmgCore DFAE 2.0 26.60 +0.09 .1789 GlbXS&P500Cv XYLD 9.1 42.16 +1.14 .3419 iShMSCIBrazil EWZ 7.7 27.71 +0.70 1.221 SPDRPtfIntermCpBd SPIB 4.4 33.10 +0.23 .1227
Tick Div
Name Sym Yld Last Chg. Amt. InvscActMgdETC PDBC 4.1 13.60 +0.07 .5601 DimenEMCore2 DFEM 2.2 27.30 +0.09 .2561 GlbXSilverMiners SIL .4 37.62 –0.52 .1374 iShMSCICda EWC 2.0 41.69 +1.02 .4859 SPDR PtfIntTrea SPTI 3.7 28.18 +0.09 .0873
InvscBS28CpBd BSCS 4.4 20.30 +0.10 .075 DimenIntlCore DFAI 2.4 30.29 +0.03 .3819 GlbX Uranium URA 5.5 31.00 +0.44 1.6816 iShMSCI EAFE EFA 2.9 79.16 –0.22 .9307 SPDRPtfLTCorpBd SPLB 4.9 23.32 +0.62 .0971
Bats InvscBS25CpBd BSCP 3.9 20.66 +0.02 .0689 DimenIntlValue DFIV 3.7 36.76 +0.05 .2352 GSTreasury0-1Y GBIL 5.1 99.95 +0.10 .413 iSh MSCI EM EEM 2.3 44.65 +0.16 .748 SPDRPtfLtTrea SPTL 3.8 27.47 +0.46 .0877
ARKGenomicRev ARKG ... 25.90 +1.90 ... InvscBS24CpBd BSCO 3.2 21.15 +0.02 .0803 DimenUSCoreEq2 DFAC 1.0 35.99 +1.86 .094 GrShrGold BAR ... 26.51 –0.49 ... iShMSCIGermany EWG 2.4 32.10 –0.34 .7585 SPDRPtfMtgBkdBd SPMB 3.5 21.90 +0.22 .0655
ARK21ShrsBitcoin ARKB ... 76.76 +7.68 ... InvscBS27CpBd BSCR 4.2 19.53 +0.04 .0686 DimenUSHiProf DUHP 1.2 35.27 +1.49 .0766 GrayscaleBTCMini BTC ... 6.80 +0.66 ... iShMSCIHongKong EWH 4.3 17.99 –0.03 .4295 SPDRS&P500Value SPYV 1.9 54.14 +1.90 .2765
AlphaArch1-3M BOXX .0 109.55 +0.11 .2906 InvscBS26CpBd BSCQ 4.0 19.46 +0.04 .0678 DimenUSSCValue DFSV 1.2 32.79 +2.39 .1136 GrayscaleBitcoin GBTC ... 61.05 +6.04 ... iShMSCIIndonesia EIDO 4.1 20.64 –0.46 .1758 SPDRPtfS&P500 SPLG 1.2 70.37 +3.21 .2158
DimenIntlCore2 DFIC 2.6 26.84 +0.06 .1304 InvscBS29CpBd BSCT 4.4 18.49 +0.10 .0686 DimenWorldexUS DFAX 2.6 25.93 +0.08 .1815 GrayscaleEtherMini ETH ... 2.77 +0.40 ... iShMSCIIntlQual IQLT 2.6 38.96 –0.16 .3689 SPDRS&P500Growth SPYG .6 87.59 +4.63 .1295
DimenIntlHiProf DIHP 2.1 26.19 +0.03 .1036 InvscKBWBank KBWB 2.4 67.70 +5.36 .4241 DirexAeroBl3 DFEN .8 39.10 +7.54 .0417 GrayscaleEthereum ETHE ... 24.79 +3.65 ... iShMSCIJapan EWJ 2.0 69.43 +1.45 .8746 SPDRS&P500HiDiv SPYD 4.0 46.01 +1.30 .4571
FTVestLadBuffer BUFR ... 30.49 +0.64 ... InvscNasd100 QQQM .6 211.62 +11.02 .2999 DirexCSIChinaInt CWEB 2.2 38.13 –0.76 .0856 HealthCrSelSect XLV 1.5 150.18 +2.44 .5772 iShMSCIMexico EWW 2.9 52.19 +1.08 .4756 SPDRPtfS&P400MC SPMD 1.3 57.84 +3.46 .1973
FTUSBuffJul FJUL ... 49.17 +1.30 ... InvscQQQI QQQ .5 514.14 +26.71 .6769 DirexCSI300CnABl2 CHAU 2.6 16.37 +0.55 .0627 IndSelSectorSPDR XLI 1.3 142.09 +8.08 .431 iShMSCISthKorea EWY 2.8 59.20 –0.82 1.651 SPDRPtfS&P600SC SPSM 1.8 48.34 +3.88 .198
FTUSBuffMar FMAR ... 43.22 +1.03 ... iShBiotech IBB .3 148.85 +6.07 .126 DirexEnerBull2x ERX 2.5 66.75 +7.78 .395 InvscDBComm DBC 4.8 22.50 +0.15 1.0893 iShMSCITaiwan EWT 3.2 55.99 +1.19 5.527 SPDRPtfSTCpBd SPSB 4.8 29.95 +0.07 .1227
FidBlueChipGr FBCG .0 46.22 +2.80 .008 iShBitcoin IBIT ... 43.69 +4.32 ... DirexChinaBr3 YANG 12.2 70.86 –1.94 1.6256 InvscDBOilFund DBO 4.4 14.54 +0.25 .6385 iShMSCIUK EWU 4.0 35.33 –0.42 .7471 SPDRShtTermTrea SPTS 4.2 29.02 +0.01 .0956
FidelityEthereum FETH ... 29.49 +4.35 ... iShBrdUSDInvCpBd USIG 4.3 51.34 +0.62 .1913 DirexChinaBl3 YINN 1.8 32.13 –1.27 .03 InvscDBUSDBull UUP 5.9 29.52 +0.20 1.7455 iShNatlMuniBd MUB 2.9 107.45 +0.69 .2614 SPDRS&PBank KBE 2.2 59.52 +5.31 .3245
FidWiseBTC FBTC ... 67.18 +6.71 ... iShCoreMSCITotInt IXUS 2.1 69.58 +0.09 1.0484 DirexFinlBear3 FAZ 8.3 6.07 –1.27 .1016 InvscEMSovDebt PCY 6.4 20.84 +0.50 .1082 iShRuss2000Val IWN 1.7 177.80 +13.42 .8619 SPDR S&P 500 SPY 1.2 598.19 +27.15 1.7455
FrankSrLoan FLBL 8.1 24.29 +0.08 .1717 iShCoreS&PUSGrw IUSG .6 139.34 +7.56 .1667 DirexFinlBull3 FAS .8 161.31 +22.51 .3161 InvscNatAMTFrMuni PZA 3.2 23.91 +0.21 .0648 iShRussMC IWR 1.2 92.63 +4.99 .218 SPDRS&PGlbNatRes GNR 3.5 55.54 +0.16 .9821
GlbXUSInfrDevt PAVE .5 45.09 +3.80 .156 iShCoreS&PUSVal IUSV 1.9 97.99 +3.65 .4397 DirexGoldMinBr2 DUST .7 54.90 +2.10 .5855 InvscPreferred PGX 6.7 12.31 +0.31 .0577 iShRussMCGrw IWP .4 130.42 +11.03 .1652 SPDR S&P Home XHB .5 118.75 +4.15 .1264
GSMarketBetaUS GSUS 1.1 82.33 +3.72 .2271 iShCoreTotUSDBd IUSB 3.9 45.90 +0.36 .1498 DirexGoldMinBl2 NUGT 1.5 47.03 –2.25 .0656 InvscS&P500EW RSP 1.4 184.10 +7.70 .6948 iShRuss1000 IWB 1.1 329.09 +15.58 .8692 SPDRS&PInsurance KIE 1.3 58.63 +2.81 .1676
GS PhysGold AAAU ... 26.55 –0.48 ... iShESGAwareEM ESGE 2.1 35.46 +0.11 .6208 DirexHmbldrBull3 NAIL .4 141.00 +12.34 .263 InvscS&P500HiDiv SPHD 3.4 50.43 +0.88 .132 iShRuss1000Grw IWF .5 398.63 +21.82 .5575 SPDR S&P Metals XME .6 69.27 +5.41 .1056
InvscRuss1000Dyn OMFL 1.3 55.53 +2.63 .1083 iShESGAwareUSA ESGU 1.1 131.58 +6.18 .3842 DirexJrGoldMinBr2 JDST 1.0 25.33 +1.21 .3541 InvscS&P500LowVol SPLV 1.9 73.15 +2.30 .1082 iShRuss1000Val IWD 1.8 195.35 +7.60 1.023 SPDRS&PRegBkg KRE 2.4 64.98 +6.34 .3818
iPathS&P500VIX VXX ... 44.77 –12.08 ... iShESGUSDCorpBd SUSC 4.2 23.21 +0.29 .0807 DirexJrGoldMnBl2 JNUG 1.7 47.75 –2.89 .146 InvscS&P500Mom SPMO .4 96.89 +5.47 .0692 iShRuss2000 IWM 1.1 238.12 +19.14 .5221 SPFdsS&P500Sharia SPUS .7 43.29 +1.99 .026
iShBrdUSDHYCpBd USHY 6.7 37.39 +0.48 .2103 iShEthereum ETHA ... 22.33 +3.29 ... DirexRealEstBl3 DRN 2.0 12.43 +0.89 .0597 InvscS&P500Qual SPHQ 1.1 68.57 +2.68 .1881 iShRuss2000Gw IWO .6 309.71 +26.12 .5409 SchwabEM Equity SCHE 3.0 28.51 +0.16 .8224
iShConvBond ICVT 2.3 86.19 +2.41 .1539 iShFallAngelUSDBd FALN 6.1 27.18 +0.48 .133 DirexRegBksBl3x DPST 1.4 139.66 +31.87 .4931 InvscS&P500Top50 XLG .7 49.82 +2.30 .0863 iShS&P500Grw IVW .5 101.14 +5.34 .0836 Schwab5-10YCpBd SCHI 5.0 22.46 +0.24 .0945
iShCoreMSCIEAFE IEFA 3.1 73.81 –0.15 1.3096 iSh5-10YIGCpBd IGIB 4.3 52.40 +0.55 .192 DirexS&P500Br3 SPXS 7.5 5.92 –0.90 .0843 InvscS&PSCMom XSMO .5 72.31 +6.91 .132 iShS&P500Value IVE 1.8 201.82 +7.05 1.1377 SchwabFdEMEq FNDE 4.0 31.61 +0.19 1.0175
iShCurrMSCIEAFE HEFA 2.9 35.06 +0.04 .6036 iShGlbCleanEner ICLN 1.3 12.38 –0.77 .1228 DirexS&PBiotBr3 LABD 6.0 4.98 –0.78 .0577 InvscSrLoan BKLN 8.7 21.15 +0.14 .1702 iShS&PSC600Value IJS 1.4 115.28 +9.18 .4695 SchwabFdIntlEq FNDF 3.1 35.50 –0.11 .7692
iShIntlSelDiv IDV 6.2 28.48 –0.37 .236 iShiBdsDec33Trea IBTO 4.1 24.11 +0.15 .0815 DirexS&PBiotBl3 LABU .4 146.96 +19.25 .1606 InvscSolar TAN ... 36.04 –3.75 ... iShSilver SLV ... 28.48 –1.06 ... SchwabFdUSLgCo FNDX 1.7 24.71 +1.05 .1062
iShTransportAvg IYT 1.1 73.18 +3.48 .1864 iShiBdsDec24Trea IBTE 4.7 23.92 +0.02 .1004 DirexS&P500Br1 SPDN 6.1 10.83 –0.50 .1456 InvscUltShDur GSY 5.7 50.18 +0.06 .2172 iShTIPSBond TIP 2.4 108.57 +0.81 .0648 SchwabFdUSSmCo FNDA 1.3 31.58 +2.23 .0778
iShUSAero&Def ITA .8 155.82 +11.28 .2661 iShJPMUSDEmBd EMB 4.9 91.76 +1.62 .3606 DirexS&P500Bl3 SPXL .7 182.23 +23.05 .1925 InvscWildClnEngy PBW 2.7 20.10 –0.23 .0703 iSh10-20YTreaBd TLH 4.1 103.57 +1.71 .359 SchwabIntmUSTrsr SCHR 3.7 24.52 +0.06 .0746
iShUSHomeConstrn ITB .4 121.09 +3.94 .1435 iShMBS MBB 3.8 93.09 +0.97 .2823 DirexS&POilBr2 DRIP 5.4 9.91 –1.81 .1241 iShCalifMuniBd CMF 2.7 57.44 +0.38 .1342 iSh10+YIGCpBd IGLB 4.8 51.72 +1.29 .2061 SchwabIntEquity SCHF 2.7 19.56 –0.02 .3519
iShEdgeMSCIMinUSA USMV 1.6 93.47 +3.50 .3603 iShMSCIACWI ACWI 1.6 121.30 +3.80 .9354 DirexS&POilBl2 GUSH 2.7 31.44 +4.51 .1992 iShChinaLC FXI 2.2 31.47 –0.21 .0848 iShTreaFRBd TFLO 5.3 50.49 +0.06 .2709 Schwab1000Index SCHK 1.2 28.94 +1.38 .0896
iShEdgeMSCIUSAMom MTUM .5 213.84 +12.14 .1623 iShMSCIACWIxUS ACWX 2.2 54.78 +0.09 .7141 DirexSemiBr3x SOXS 8.4 19.27 –3.16 .2343 iShCoreDivGrowth DGRO 2.1 64.15 +2.20 .4031 iShUSEqFactRotat DYNF .6 52.30 +2.56 .0437 SchwabST USTr SCHO 4.3 24.17 +0.01 .0835
iShEdgeMSCIUSAQual QUAL 1.0 184.42 +7.33 .375 iShMSCIACxJpn AAXJ 1.3 76.52 +0.22 1.1081 DirexSemiBl3 SOXL .9 35.41 +4.58 .0595 iShCoreMSCIEM IEMG 2.7 55.83 +0.07 .5095 iShUSRealEst IYR 2.4 99.89 +2.69 .7126 SchwabUS AggrBd SCHZ 3.8 23.08 +0.16 .0707
iShEdgeMSCIUSAVal VLUE 2.5 112.67 +4.78 .5912 iShMSCIChina MCHI 1.6 49.46 –0.02 .1905 DirexScBear3 TZA 6.9 10.58 –3.31 .1475 iShCoreMSCIEur IEUR 3.1 56.74 –0.82 1.1922 iShUSRegBks IAT 2.9 53.66 +4.41 .3038 SchwabUS BrdMkt SCHB 1.2 23.24 +1.13 .0748
iShExpTechSftwr IGV ... 101.24 +8.98 ... iShMSCIEAFESC SCZ 1.6 63.75 +0.31 .8304 DirexSCBull3 TNA .8 53.88 +11.46 .0333 iShMSCIIntlDev IDEV 3.0 67.52 +0.11 .8684 iShUSTech IYW .2 161.00 +9.29 .1071 SchwabUS Div SCHD 3.4 29.08 +0.98 .2515
iShFRBd FLOT 5.9 50.94 +0.09 .2486 iShMSCIEMxChina EMXC 2.1 59.38 +0.34 .491 DirexKRBull3 KORU 4.1 5.33 –0.28 .0154 iShCoreS&P500 IVV 1.2 601.13 +27.41 1.6111 iSh0-5YHYCpBd SHYG 6.7 43.24 +0.53 .2367 SchwabUS LC SCHX 1.2 23.68 +1.12 .0653
iShHYSystemBd HYDB 7.0 47.78 +0.73 .2762 iShMSCIEurFinls EUFN 4.6 23.81 –0.34 .3201 DirexTechBear3 TECS 7.1 45.58 –8.82 .5556 iShCoreS&P MC IJH 1.2 65.93 +3.91 .16 iSh0-5YTIPSBd STIP 2.5 100.84 +0.32 .6591 SchwabUS LC Grw SCHG .4 27.75 +1.60 .0259
iShIGSystemBd IGEB 4.8 45.30 +0.52 .1812 iSh1-5YIGCpBd IGSB 3.9 51.96 +0.21 .1782 DirexTechBull3 TECL .3 98.65 +15.06 .0709 iShCoreS&P SC IJR 1.2 124.25 +9.96 .3263 iSh0-3MTreaBd SGOV 4.1 100.44 +0.10 .4276 SchwabUS LC Val SCHV 2.1 27.48 +0.97 .1446
iShMSCIEAFEGrw EFG 1.5 101.35 +0.26 .6555 iSh1-3YTreaBd SHY 3.9 82.07 +0.02 .2616 Direx20+TreaBr3 TMV 4.3 34.05 –1.97 .3161 iShCoreS&PTotUS ITOT 1.2 131.71 +6.46 .4656 JanusHendersonAAA JAAA 6.4 50.79 +0.11 .2533 SchwabUS MC SCHM 1.3 29.20 +1.59 .1135
iShMSCIEurozone EZU 2.9 48.54 –0.92 1.0429 iShPfd&Incm PFF 6.0 33.30 +0.76 .1596 Direx20+YrTrBull TMF 3.5 48.16 +2.16 .4351 iShCoreUSAggBd AGG 3.6 98.50 +0.78 .2948 JanusHendMtg JMBS 5.1 45.08 +0.43 .1919 SchwabUS REIT SCHH 2.9 22.68 +0.58 .2245
iShMSCIIndia INDA ... 54.36 –0.50 ... iShSemiconductor SOXX .6 231.36 +10.78 .2249 EnSelSectorSPDR XLE 3.2 93.75 +5.72 .7275 iShCoreUS REIT USRT 2.7 61.22 +2.07 .5586 JPM EqPrem JEPI 7.1 60.03 +1.56 .3301 SchwabUS SC SCHA 1.2 27.66 +2.04 .1165
iShMSCIEAFEValue EFV 4.5 54.80 –0.37 1.5357 iSh7-10YTreaBd IEF 3.5 94.20 +0.53 .2709 FidEnhLCCore FELC 1.0 33.67 +1.54 .079 iShUSMedDevices IHI .4 60.14 +1.00 .0314 JPM USQualFactor JQUA 1.1 58.83 +2.67 .1928 Schwab US TIPs SCHP 3.1 26.35 +0.19 .1041
iShMtgRealEst REM 9.3 23.09 +0.79 .1181 iShShortTreaBd SHV 5.2 110.26 +0.11 .4723 FidHiDiv FDVV 2.7 52.09 +1.77 .319 iShFlexibleIncmAct BINC 5.5 52.71 +0.29 .2376 JPM UltShIncm JPST 5.0 50.45 +0.07 .214 SimplifyVolPrem SVOL 16.3 21.87 +0.97 .28
iShShDurBd NEAR 5.1 50.70 +0.13 .1999 iSh3-7YTreaBd IEI 3.1 116.35 +0.23 .2955 FidMSCIEn FENY 3.0 25.82 +1.69 .184 iShGlobalEnergy IXC 3.7 41.87 +1.65 .6362 KraneCSICnInt KWEB 1.4 32.00 –0.16 .4193 SPDR S&PMdCpTr MDY 1.1 602.32 +35.53 1.6495
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iSh25+YTrStrip GOVZ 4.2 10.89 +0.28 .0375 iSh20+YTreaBd TLT 3.6 92.49 +1.65 .3083 FidTotalBd FBND 4.6 45.69 +0.32 .142 iShGlobalREIT REET 2.7 25.89 +0.60 .2527 MAXS&P5004X SPYU ... 52.84 +8.50 ... SPDR S&P Biotch XBI .1 104.18 +4.91 .0152
iSh20+YTrBdBuy TLTW 15.0 25.36 +0.22 .2201 iSh0-5YIGCpBd SLQD 3.6 49.90 +0.17 .1466 FinSelSectorSPDR XLF ... 49.19 +2.55 ... iShGoldTr IAU ... 50.70 –0.92 ... MatlsSelSector XLB 1.9 94.47 +1.34 .4184 SPDRS&POil&Gas XOP 2.5 140.03 +10.69 .8959
iShUSTelecom IYZ 1.9 27.13 +1.23 .1464 JPMNasdEqPrem JEPQ 9.4 56.54 +2.10 .4311 FT DJ Internet FDN ... 233.61 +11.58 ... iShGoldTrMicro IAUM ... 26.79 –0.49 ... MicroFANG-3XInvr FNGD ... 16.56 –3.24 ... SPDR S&P Retail XRT 1.2 79.16 +3.73 .1242
iShUSTreasuryBd GOVT 3.1 22.77 +0.11 .0596 ProShUltPrQQQ TQQQ 1.2 82.75 +11.82 .2302 FT EnergyAlpDx FXN 2.5 17.18 +1.19 .1566 iShiBdsDec30Cp IBDV 4.6 21.60 +0.15 .0802 MicroFang+3x FNGU ... 513.49 +76.17 ... SprottUranium URNM 3.8 46.52 +0.23 1.751
iShUltShBd ICSH 5.3 50.53 +0.05 .2206 ProShUltShQQQ SQQQ 12.0 31.63 –5.57 .1495 FT LtdDurIG FSIG 4.6 19.01 +0.11 .0725 iShiBdsDec25Cp IBDQ 3.8 25.04 +0.02 .0787 MicroGold3XInvr GDXD ... 12.74 +0.75 ... TRoweCapAppr TCAF ... 34.30 +1.39 ...
JanusB-BBBCLO JBBB 7.7 49.28 +0.14 .3124 RoundMagSeven MAGS .0 51.91 +3.89 .1459 FT PfdSecs FPE 5.5 18.10 +0.23 .0722 iShiBdsDec24Cp IBDP .0 25.14 +0.03 .0836 MicroGold3xLvgd GDXU ... 43.17 –3.43 ... TechSelectSector XLK .7 237.16 +13.25 .3985
JPMBetaEurope BBEU 3.0 58.33 –0.93 .2882 T-Rex2XInvrTesla TSLZ ... 4.91 –4.15 ... FT TCWUnPlBd UCON 5.0 24.78 +0.13 .105 iShiBdsDec29Cp IBDU 4.6 23.02 +0.14 .0896 PGIM AAA CLO PAAA 6.2 51.20 +0.12 .2741 TeucriumWheatFd WEAT ... 5.11 ... ...
JPMBetaJapan BBJP 2.8 57.44 +1.14 1.6015 T-Rex2XLgTesla TSLT ... 25.97 +9.94 ... FT ValLineDiv FVD 2.2 46.00 +1.42 .2282 iShiBdsDec27Cp IBDS 4.3 24.04 +0.06 .0854 PGIMUltraShBd PULS 5.7 49.65 +0.09 .2226 USGlobalJets JETS ... 24.45 +1.30 ...
JPMCorePlusBd JCPB 5.0 46.85 +0.37 .2081 Tradr1.5XShNVDA NVDS 83.2 25.67 –3.67 21.3586 FlexGlbUpNatRsc GUNR 3.4 39.74 –0.01 .3192 iShiBdsDec26Cp IBDR 4.0 24.09 +0.05 .0812 Pimco25+YrZC ZROZ 4.1 75.81 +2.12 .77 UtilitiesSelect XLU 2.8 79.18 +1.05 .5395
JPM Municipal JMUB 3.4 50.52 +0.18 .1449 Tradr2XShInnovDly SARK 17.0 19.23 –7.30 3.2644 FrankFTSEJapan FLJP 5.1 29.42 +0.58 1.0265 iShiBoxx$HYCpBd HYG 5.9 79.80 +1.05 .3998 PimcoEnhShMat MINT 5.3 100.41 +0.13 .43 VanEckBDCIncm BIZD 11.3 16.32 +0.24 .4679
NeosS&P500Hi SPYI 11.5 52.41 +1.64 .5196 Tradr2XShTSLADly TSLQ 42.0 8.88 –7.45 3.7319 GlbXCopperMiners COPX 1.2 44.12 –0.11 .3907 iShiBoxx$IGCpBd LQD 4.3 109.85 +1.84 .415 PimcoMultiBd PYLD 5.7 26.12 +0.28 .16 VanEckGoldMin GDX 1.3 39.02 –0.83 .5001
-1xShVIXFutures SVIX ... 28.41 +5.61 ... USTrea3mBill TBIL 5.2 49.90 +0.04 .2183 PanagramAAACLO CLOX 6.2 25.43 –0.09 .1396 VanEck IG FR FLTR 6.1 25.43 +0.02 .1257
PacerGlCashCows GCOW 4.7 35.12 –0.22 .3455 VanEckGlFallAngHY ANGL 6.0 29.16 +0.50 .1511 Panag BBB-B CLO CLOZ 9.0 26.95 +0.03 .2104 VanEckJPMEMLCBd EMLC 6.3 24.04 +0.20 .1156
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

PacerUSCashCows COWZ 1.8 59.74 +2.53 .2443 VanEckSemicon SMH ... 259.34 +14.59 ... ProShBitcoin BITO 58.9 20.70 +2.02 1.0911 VanEckJrGoldMin GDXJ .6 49.52 –1.32 .2736
PacerUSSCCash100 CALF 1.0 48.20 +3.84 .0823 VangdIntrCorpBd VCIT 4.3 81.65 +0.91 .3166 ProShShBitcoin BITI 4.1 30.19 –3.66 .0736 VanEckMerkGold OUNZ ... 25.93 –0.46 ...
ProShS&P500Arist
ProShShtVIXST
ProShUltVIXST
NOBL 2.0
SVXY ...
UVXY ...
106.49
51.99
20.94
+2.76
+5.69
–9.19
.3863
...
...
VangdIntermTrea
VangdLTCorpBd
VangdLongTrea
VGIT 3.6
VCLT 4.9
VGLT 4.0
58.59
78.36
58.12
+0.17
+2.00
+0.96
.1855
.3375
.2123
Selected ETF Leaders ProShShtDow30
ProShShrtQQQ
ProShShRuss2000
DOG 5.8
PSQ 7.8
RWM 6.4
25.92
37.67
17.61
–1.19
–2.05
–1.57
.4035
.7556
.2585
VanEckOilSvcs
VanEckPfdxFin
VangdSC Val
OIH 1.4
PFXF 6.8
VBR 1.9
298.17
18.31
211.66
+26.38
+0.46
+12.83
4.2235
.0851
.87
ProShVIXSTFut VIXY ... 44.17 –12.03 ... VangdMBS VMBS 3.9 45.91 +0.40 .1451 ProShShrtS&P500 SH 6.8 41.94 –1.98 .5626 VangdDivApp VIG 1.7 203.07 +8.05 .8351
RoundN-1000DTE QDTE 23.0 43.66 +1.97 .3643 VangdRuss1000Grw VONG .6 102.60 +5.69 .1393 iShares Core S&P ProShUltBitcoin BITU .3 36.39 +6.60 .0153 VangdEnergy VDE 3.1 131.27 +8.55 1.0522
8.71%
T-Rex2XInvrMSTRDly MSTZ ... 3.87 –1.92 ... VangdRuss2000 VTWO 1.2 96.35 +7.77 .2771 Small Cap (IJR) ProShUltBlmCrude UCO ... 26.77 +0.86 ... VangdExtDuratn EDV 4.1 73.62 +1.87 .7698
T-Rex2XInvrNVIDIA NVDQ ... 3.03 –0.60 ... VangdSTCpBd VCSH 3.8 78.37 +0.32 .2741 ProShUltDow30 DDM 1.0 102.55 +8.70 .2453 VangdFTSEAWxUS VEU 2.9 60.32 +0.07 .247
T-Rex2XLgMSTRDly MSTU ... 91.49 +24.09 ... VangdShtTmInfltn VTIP 2.9 48.89 +0.17 .3083 ProShUltraEther ETHT ... 19.28 +5.04 ... VangdFTSEDevMk VEA 3.0 50.25 +0.04 .1444
Invesco QQQ Trust
T-Rex2XLgNVIDIA NVDX ... 20.17 +3.08 ... VangdShortTrea VGSH 4.1 58.24 +0.01 .2023 5.48 ProShUltraQQQ QLD .3 110.60 +10.95 .0554 VangdFTSE EM VWO 2.6 46.79 +0.21 .1344
2xBitcoinStrategy BITX 12.1 39.33 +7.05 .5892 VangdTotalBd BND 3.5 73.09 +0.55 .2276 (QQQ) ProShUltRus2000 UWM .8 49.23 +7.34 .1299 VangdFTSE Europe VGK 3.1 66.46 –0.92 .1708
2xEther ETHU .9 6.95 +1.80 .0069 VangdTotIntlBd BNDX 4.8 49.89 +0.20 .098 ProShUltraS&P SSO .7 97.09 +8.46 .1745 VangdFTSE Pac VPL 3.1 75.17 +1.06 .5072
2xLongVIXFut UVIX ... 3.62 –2.30 ... VangdTotIntlStk VXUS 2.9 62.05 +0.13 .2723 Vanguard Total Stock ProShUltSemi USD .0 73.81 +10.02 .0134 VangdFinls VFH 1.6 120.53 +7.34 .5526
VanEckHYMuni HYD 4.2 52.22 +0.18 .2133 VicShFreeCashFlow VFLO 1.1 35.73 +2.57 .061 5.13 ProShUltSilver AGQ ... 39.93 –3.05 ... VangdGrowth VUG .5 408.08 +22.09 .4546
WT USQltyDiv DGRW 1.5 85.66 +3.44 .075
Market (VTI)
VanEckMstrWd MOAT .8 97.16 +2.27 .7285 ProShUltDow30 UDOW .8 106.10 +13.04 .306 VangdHiDiv VYM 2.7 132.50 +4.97 .8511
VanEckVietnam VNM 5.7 11.92 +0.11 .6552 ProShUltRus2000 URTY .3 63.39 +13.40 .0847 VangdInfoTech VGT .6 624.47 +38.00 .9171
VangdUltShrtBd VUSB 5.2 49.67 +0.05 .2189 NYSE SPDR S&P 500 ETF ProShUltS&P500 UPRO .7 95.78 +12.12 .2197 VangdIntermBd BIV 3.7 75.88 +0.53 .2466
4.75
PimcoActiveBd BOND 4.1 91.88 +0.71 .39 Trust (SPY) ProShUltShDow30 SDOW 2.2 46.66 –7.18 .2326 VangdLongTermBd BLV 4.4 71.75 +1.52 .2714
NASDAQ ProShShtRus2000 SRTY 11.5 15.64 –4.88 .4465 VangdMC VO 1.5 276.70 +14.05 .9474
CoinValkBTCMin WGMI .2 26.58 +5.60 .055 NYSE ARCA ProShUltSh&P500 SPXU 11.9 21.58 –3.29 .4505 VangdRealEst VNQ 3.8 95.88 +2.77 .8128
DefDlyTgt2xLg MSTX ... 61.21 +15.88 ... AGF USMktNeut BTAL 1.1 19.26 –0.51 1.0409 Vanguard Dividend ProShUltShBitcoin SBIT 1.0 20.23 –5.49 .0312 VangdS&P500ETF VOO 1.2 549.95 +25.01 1.6386
4.13
DefDlyTarget2XLg SMCX ... 1.76 –0.35 ... ARK Innovation ARKK ... 54.07 +7.43 ... Appreciation (VIG) ProShUltShBbgCrd SCO ... 17.65 –0.63 ... VangdST Bond BSV 3.3 77.44 +0.08 .2341
DirexAAPLBull2X AAPU 2.3 35.71 +1.32 .2818 abrdnPhysGold SGOL ... 25.64 –0.47 ... ProShUltShBlmGas KOLD ... 82.81 +0.08 ... VangdSC VB 1.3 253.14 +16.90 .7047
DirexAmznBl2X AMZU 2.5 39.62 +3.71 .3042 abrdnPhysSilver SIVR ... 29.85 –1.08 ... ProShUltDow30 DXD 2.7 25.48 –2.49 .2504 VangdTaxExemptBd VTEB 3.1 50.54 +0.30 .1342
Vanguard Total Bond ProShUltShQQQ QID 10.3 32.76 –3.70 .7882 VangdTotalStk VTI 1.3 296.71 +14.48 .8707
DirexGooglBl2x GGLL 2.4 42.38 +3.17 .2376 AdvShMSOSDailyLvgd MSOX ... .92 –1.20 ... 0.76
DirexMsftBl2X MSFU 3.1 41.91 +2.36 .3293 AdvShPureUSCan MSOS ... 4.89 –2.00 ... Market (BND) ProShUltShS&P500 SDS 8.9 19.18 –1.86 .3407 VangdTotWrldStk VT 1.8 121.41 +3.85 .4174
DirexNVDABear1X NVDD 8.4 5.98 –0.56 .0728 AlerianMLPETF AMLP 7.6 48.18 +1.70 .94 ProShUltShSilver ZSL ... 36.85 +2.33 ... VangdValue VTV 2.2 178.73 +6.53 .9143
DirexNVDABull2X NVDU 1.1 134.48 +20.91 .4973 AmplifyAltHarvest MJ 6.4 2.68 –0.52 .0558 Vanguard FTSE ProShUltraSh20+ TBT 5.3 33.33 –1.27 .4178 VirtusInfrUSPfd PFFA 8.7 23.03 +0.48 .1675
DirexTSLABr1x TSLS 7.2 10.73 –3.53 .1385 AmplifyJrSilver SILJ .0 13.17 –0.33 .0009 0.45 RealEstSectorSPDR XLRE 3.1 43.91 +1.17 .3115 WT EMxSOE XSOE 1.5 32.15 +0.11 .175
DirexTSLABl2x TSLL 1.9 19.06 +7.29 .0803 ArkFinInnov ARKF ... 34.91 +3.92 ...
Emerging Markets SPDRBlackSrLoan SRLN 8.8 41.90 +0.27 .304 WT FRTrea USFR 5.3 50.34 +0.06 .195
FT EnhShtMat FTSM 5.0 59.86 +0.06 .247 AvantisIntlSCVal AVDV 3.1 67.39 +0.45 .8884 (VWO) SPDRBBCpBd SPBO 5.2 29.30 +0.39 .1258 WT IndiaEarn EPI ... 46.96 –0.42 ...
FT NasdCybersec CIBR .4 63.73 +3.48 .0662 AvantisUSSCValue AVUV 1.5 103.08 +8.39 .3868 Vanguard FTSE SPDRBlmCvSecs CWB 1.7 78.91 +2.19 .0712 WT JapanHdg DXJ 2.3 109.58 +1.40 .305
FT RBA AmerInd AIRR .2 84.47 +9.27 .0333 0.08 SPDR Blm HY Bd JNK 6.5 97.07 +1.33 .5279 XtrkHarvCSI300 ASHR 2.1 27.93 +0.59 .5925
BitwiseBitcoin BITB ... 41.83 +4.16 ... Developed Markets
FT RisingDivAch RDVY 1.6 62.81 +3.94 .2616 CapitalGrpCoreBal CGBL 1.6 31.99 +1.04 .15 SPDRBlmInvGrdFR FLRN 5.9 30.78 +0.07 .1453 XtrkMSCIEAFE DBEF .6 41.62 +0.02 .236
FT SMID CapRising SDVY 1.5 38.60 +2.65 .1503 CapitalGrpCoreBd CGCB 3.8 26.21 +0.15 .1023
(VEA) SPDRBbg1-3MTB BIL 5.2 91.58 +0.10 .3713 XtrkS&P500ESG SNPE 1.1 54.64 +2.51 .1718
FT TCW Opp FIXD 4.3 43.81 +0.33 .155 CapGrpCore CGUS 1.0 35.66 +1.49 .0937 iShares Core MSCI SPDRBlmSTHYBd SJNK 7.3 25.63 +0.31 .1579 XtrkUSDHYCpBd HYLB 6.0 36.66 +0.50 .1846
-0.20
GlbXNasd100Cv QYLD 11.2 18.54 +0.48 .1807 CapGrpCorePlus CGCP 5.2 22.57 +0.21 .1034 EAFE (IEFA) SPDRDoubleTRTact TOTL 5.2 40.11 +0.24 .1695 YieldCoinOpt CONY 124.8 16.96 +4.47 1.1098
GlbX Robotics&AI BOTZ .1 33.73 +1.73 .0041 CapGrpDivVal CGDV 1.5 37.05 +1.12 .15 SPDR DJIA Tr DIA 1.6 440.11 +19.69 .1488 YieldMRNAOptIncm MRNY 155.8 6.15 –1.14 .4012
GrShr1.25xLTesla TSL 48.3 13.79 +3.71 6.6572 CapGrpGlbGrw CGGO .9 30.29 +0.72 .1962 SPDREuroStx50 FEZ 2.8 49.36 –1.07 .0845 YieldMSTROpt MSTY 160.0 30.97 +3.46 4.1981
GrShr1xShCOINDly CONI ... 12.38 –8.75 ... CapitalGrpGrw CGGR .3 37.22 +2.21 .0564
SPDR Gold Shares SPDRGoldMini GLDM ... 53.21 –0.96 ... YieldMagn7Fd YMAG 28.5 19.73 +0.94 .1979
-1.79
GrShr2xLongAMDDly AMDL ... 11.87 +0.94 ... CapGrpIntlFocus CGXU 1.0 26.09 +0.10 .1535 (GLD) SPDR Gold GLD ... 247.96 –4.51 ... YieldNVDAOpt NVDY 72.9 25.87 +0.59 1.0228
GrShr2xLongCOINDly CONL .2 48.62 +24.85 .1086 CapGrpMuniIncm CGMU 3.2 27.13 +0.11 .0838 SPDRNuvBBHYMuni HYMB 4.2 25.86 +0.07 .0925 YieldShCOINOpt FIAT 197.0 10.59 –6.46 1.4513
GrShr2xLgMeta FBL 23.2 34.04 +2.43 8.0045 CapGrpUSMult CGMS 5.8 27.62 +0.35 .1427 Source: Barron’s Statistics SPDRNuveenMuniBd TFI 2.9 46.05 +0.32 .1173 YieldTSLAOpt TSLY 72.6 14.39 +2.47 .5986
GrShr2xLgNVDA NVDL 11.6 83.19 +12.81 1.6852 CommSvsSPDR XLC .9 96.18 +3.78 .2692 SPDRPtfAggBd SPAB 3.8 25.42 +0.21 .0815 YieldUltOptIncm ULTY 119.3 10.66 +0.68 .8267
GrShr2xLgPLTRDly PTIR ... 82.95 +38.19 ... CnsmrDiscSel XLY .7 215.12 +15.03 .4047 SPDRPtfDevxUS SPDW 2.7 35.79 +0.02 .6182 YieldUnivFdOpt YMAX 34.1 17.72 +0.78 .227
 46 BARRON’S November 11, 2024

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
The listings include the top 2000 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.

Cash Track
open-end funds by assets. These American Century Ins: MidCapInv n 39.23 1.86 12.8 -18.5 WWGrA 74.66 2.01 10.1 11.4
funds value their portfolios daily Ave Maria Funds:
and report net asset values (the Avantis US Eq 19.25 1.00 23.6 27.6 BNY Mellon Funds Tru:
dollar amount of their holdings Avantis US SCV 18.85 1.48 15.9 29.8 Bond n 12.33 0.17 7.4 9.2 BondFd 10.97 0.10 2.2 -7.4
divided by the number of shares CAIntTf 11.21 0.03 1.9 0.1 Growth n 53.67 2.93 20.0 22.3 MCMultiStrM 18.85 1.10 17.3 9.8
outstanding) to the National
American Century Inv: RisingDivd n 25.78 1.26 22.8 32.5 NtlIntmMuni 12.96 0.04 1.2 -0.4
On The Money: Cash arrived at every sort of fund. At money-market funds, the average weekly inflow
Association of Securities Dealers.
Total returns reflect both price Balanced n 20.15 0.59 13.8 9.4 BrandesInstIE I : over the past month jumped 600% since last week, to $22.7 billion. Stock fund inflows averaged $6.3 billion
changes and dividends; these B a week, up 9%. Inflows to taxable-bond funds rose 13%, to a $7.5 billion weekly average. Inflows to muni-
CaHYMu n 9.84 0.02 3.6 -2.2 BrandesInstIE I 22.41 NA NA NA
figures assume that all distribu-
tions are reinvested in the fund. DiscCoreVal n 38.78 1.61 19.7 13.4 Baird Funds: Brown Advisory Funds: bond funds rose 25%, to $1 billion.
Because Lipper is constantly up- EqGro n 34.28 1.62 27.1 21.5 EmrgMktFdInstlSh 12.28 0.19 13.8 4.4
dating its database, these returns AggBdInst 9.83 0.09 2.9 -5.6
EqInc n 9.50 0.15 14.9 17.6 SmallCapFndInst 34.87 2.62 18.4 24.0
may differ from those previously CorBdInst 10.18 0.09 3.4 -4.1 Equity Funds Municipal Bond Funds
FocusDynamGrowth n 67.76 4.38 39.9 9.5 SmCapGrInv n 24.99 1.29 10.5 -5.9
published or calculated by others. IntBdInst 10.35 0.03 3.5 -0.4
3 year returns are cumulative. The GlGold n 13.83 -0.42 30.2 20.3
QualIntMunBdInst 11.05 0.03 1.6 0.2
15900 1180
NAV is the last reported closing Grwth n 60.90 2.81 25.4 21.9 C
price for the week. Footnotes: NA: ShtTBdInst 9.49 0.01 4.5 6.0
not available. NE: performance
Heritage n 27.90 2.17 27.5 3.3
Baron Funds:
9700 1060
InfAdjBd n 10.69 0.09 3.2 -6.8 Calamos Funds:
excluded by Lipper editor. NN: fund Asset n 112.68 5.81 14.9 -2.2
not tracked. NS: fund not in Intl Gr n 12.74 0.06 5.5 -15.1 Gr&IncA 51.40 2.15 21.9 19.5 3500 940
existence for whole period. e: ex MdCapVal n 17.34 0.53 12.7 19.7 Growth n 104.24 4.72 9.0 -4.5 Gr&IncI 48.76 2.04 22.2 20.4
capital gains distributions. f: Opportunity n 48.31 3.16 36.9 8.0
previous day’s quote. n: no front-
OneChAgg n 16.94 0.47 14.7 7.4 GrowthA 47.22 2.50 32.2 17.4 -2700 820
OneChCon n 13.48 0.25 9.1 3.0 Partners n 181.34 23.12 13.6 -12.5 MktNeutA 15.20 0.04 6.5 11.0
or back-end sales charge. p: fund
SmallCap n 36.48 2.57 20.6 0.6
assets are used to pay marketing OneChMod n 15.77 0.37 12.2 4.8
Baron Instl Shares:
MktNeutI 15.01 0.05 6.8 11.9 -8900 700
and distribution costs (12b-1 fees). OneChoiceRet n 12.90 0.21 9.0 4.7 Calvert Group:
r: fund levies redemption fee or Select n 126.75 6.11 26.6 25.6 AssetInst 119.79 6.18 15.2 -1.4 Sep Oct Nov Sep Oct Nov
back-end load. s: stock dividend or CalLngTrmInFdClI 15.76 0.10 2.7 -5.9
split of 25% or more. t: fund charges SmCapGrowth n 22.60 1.49 21.0 -4.1 DiscoveryInst 33.72 2.83 20.4 -13.1 Calvert Investments:
12b-1 fees (for marketing and SmCpVal n 11.66 0.77 13.2 10.3 EmergingMktsInst 15.67 0.06 12.1 -14.4
Bal A 46.96 1.59 20.8 19.6
Money Market Funds Taxable Bond Funds
distribution) and a back-end load. Sustain Equity n 57.56 2.46 22.1 22.8 FocGrowthInst 45.57 2.57 19.6 2.8
v: capital-gains distribution may be Eq A 85.71 2.40 11.8 12.2 41600 7800
Ultra n 96.42 4.97 29.4 22.9 GrowthInst 110.38 5.00 9.2 -3.8
a return of capital. x: ex cash LCCoreReIdxA 51.22 2.45 26.2 25.6
dividend. Value n 8.71 0.20 12.9 22.8 OpptortunityInst 51.56 3.38 37.2 8.8 31700 6600
Carillon Reams:
American Century R6: PartnersInst 189.23 24.13 13.8 -11.8
Net YTD 3-Yr. CorePlBd I 29.74 0.29 2.8 -3.7
NAV Chg. % Ret. % Ret. AmCentUltraFdR6103.71 5.35 29.8 24.2 RealEstateInst 42.50 1.89 19.0 8.5 21800 5400
SmallCapInst 39.51 2.80 20.9 1.4 UnconstrndBd I 12.44 0.11 5.5 9.2
Growth 63.34 2.92 25.8 23.2
Bernstein Fds: Carillon Scout:
A MdCapVal 17.37 0.54 13.1 21.1 11900 4200
SmCapGrowth 24.37 1.61 21.5 -3.0 Ca Mu n 13.89 0.02 2.3 2.4 MidCap I 27.82 1.85 27.6 14.4
AAM: DivrMuni n 13.91 0.03 2.3 1.4 CausewayInst :
SmCpVal 11.82 0.78 13.5 11.5 2000 3000
B&GIncGroClI 27.30 0.93 21.1 22.1 American Century Y: EmMkts n 28.58 0.29 12.5 -6.7 CausewayInst 20.79 -0.19 6.3 23.3
AB Funds: IntDurInstl 12.95 0.07 3.1 -6.3 CIBC Atlas: Sep Oct Nov Sep Oct Nov
EqInc 9.54 0.16 15.3 18.9
AlBeGblBndFdClZ 6.91 0.04 2.8 -3.6 IntTF 10.76 0.03 1.9 -0.1 IntmDur n 11.27 0.07 2.2 -7.3 DispEq Inst 33.87 1.18 22.0 20.2 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
CapFdInc.LCapGow118.55 5.79 27.9 24.1 American Funds Cl A: NY Mun n 13.47 0.03 2.0 1.4 ClearBridge: The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
IntlStraEquPtZ 13.41 0.16 16.0 5.7 BlackRock Funds: AggressGrowthA121.47 7.59 16.3 1.3
2015TarRetA 13.06 0.19 9.7 8.1
MuniIncmShares 11.27 0.02 5.1 -0.2 2020TarRetA 14.34 0.24 10.6 8.6 CoreBd Inst 8.27 0.07 2.4 -7.1 AppreciationA 38.29 1.55 24.3 31.1
SmCapGrwPortZCl 80.15 6.99 28.9 -15.3 2025TarRetA 16.15 0.27 10.8 7.8 CoreBd K 8.29 0.06 2.4 -7.1 AppreciationI 38.01 1.54 24.5 32.2 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - A: 2030TarRetA 18.17 0.39 12.6 9.5 CreStraInc Inst 9.00 0.04 5.8 4.9 DividendStrat1 n 32.95 1.32 20.5 29.5 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
GrowthA 133.78 8.38 33.1 28.3 2035TarRetA 20.14 0.49 14.8 11.2 HiYBlk 7.20 0.05 8.7 11.0 DividendStratA 32.91 1.31 20.1 28.4 SelLCVal 37.25 1.02 17.1 23.6 Dimensional Fds: TotRetBdI 8.78 0.06 3.5 -5.0 KaufmnR 6.45 0.36 22.6 -8.6
HighIncomeA 7.05 0.05 8.3 8.9 2040TarRetA 21.63 0.63 17.1 13.9 HiYInvA 7.19 0.04 8.1 9.5 DividendStratI 34.24 1.37 20.4 29.5 SelMdCpVal I p 15.20 0.62 19.1 22.4 2TGlFxd 9.88 0.01 4.7 6.8 TotRetBdN n 8.78 0.06 3.4 -5.6 Federated Hermes R6:
LgCpGrA 104.87 5.11 27.6 22.9 2045TarRetA 22.29 0.66 17.7 14.2 HiYldBd Inst 7.20 0.05 8.6 10.7 LargeCapGrowthA 66.93 3.15 30.3 24.1 SmCapGth I 29.92 2.16 30.4 -9.1 5GlbFxdInc 10.14 0.01 4.6 2.2 Dupree Mutual Fds: FedInstHYBondL 8.97 0.05 6.7 7.2
RelatValA 7.27 0.28 19.2 28.2 2050TarRetA 21.96 0.67 17.9 13.8 InflProtBdInst 9.80 0.08 3.6 -4.9 LargeCapGrowthI 79.78 3.76 30.6 25.2 SmCapVal I 54.12 3.84 12.5 18.4 CASTMuniBd 10.21 0.01 2.5 4.4 KYTF n 7.22 0.04 1.1 -2.0 StrValL 6.33 0.11 19.4 31.5
SustGlblThemGrA162.96 3.27 11.8 -6.5 AmcpA 46.10 2.07 23.3 12.8 LowDurI Inst 9.07 0.01 4.6 5.1 LargeCapValueA46.24 2.20 14.6 23.2 SmCpIdx I 27.22 2.16 16.0 7.7 Cont 30.69 -0.17 4.0 -5.8 TtlRtnBdL 9.49 0.06 2.8 -5.8
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AB Funds - ADV: AMutlA 60.29 1.81 19.6 29.0 BlackRock Funds A: LargeCapValueI 46.14 2.20 14.9 24.0 StratInc I 21.51 0.15 5.4 2.8 DFARlEst 43.47 1.13 12.3 0.2 E Fidelity:
BondA 11.30 0.07 2.0 -7.2 AdvLgCapCore 22.43 1.03 28.6 30.0 MidCapA 37.76 2.44 13.1 -4.1 TotReBd I 30.39 0.20 3.4 -8.3 EmgMkt 30.22 0.25 11.9 3.9 500IdxInstPrem n 208.43 9.33 27.1 33.6
CAPtf 10.56 0.03 2.8 0.8 Eaton Vance Class A:
BalA 36.96 1.05 16.6 18.3 BalCapFd 27.54 0.61 15.0 13.9 SmallCapGrowthA 39.27 2.97 10.8 -20.5 Columbia Class I2: EmgMktSoCoEq 15.35 0.10 11.6 3.3 BalancedK6 16.45 0.55 18.2 18.1
ConGroAdv 61.61 2.53 16.9 9.6
CapIBA 73.48 1.15 13.1 16.9 BasicVal 20.80 0.59 15.5 26.6 SmallCapGrowthIS45.08 3.42 11.1 -19.5 ContCore I2 40.27 1.57 24.8 35.4 EmgMktVa 31.78 0.06 10.9 15.0 AtlCpSMID 38.43 1.67 20.8 25.3 Contrafund K6 31.70 1.44 37.7 36.1
GlbBd 6.91 0.04 2.8 -3.6
CapWA 16.15 0.04 -0.8 -14.5 CapAppr 38.63 2.05 31.2 18.1 SmallCapGrowthI 44.01 3.33 11.0 -19.8 DivIncom 36.43 1.21 19.2 28.7 EmMktCorEq 24.60 0.16 11.8 7.4 DivBldrA 17.57 0.64 19.7 24.2 EmgMktIdxInstPre n 11.29 0.11 12.3 -4.6
HiIncmAdv 7.06 0.04 8.5 9.7
CapWGrA 69.34 1.67 16.7 16.7 EqtyDivd 20.91 0.56 15.3 22.8 Clipper: SelComunInfo 163.44 8.92 24.2 29.0 EmMktSmCp 24.26 0.02 8.3 7.0 FltgRtAdvg 10.03 NA NA NA ExtMktIdxInstPre n 94.94 6.87 21.6 3.1
IntlSmCapPtADV 12.41 0.08 11.3 -3.9
IntlStraEquPtADV 13.39 0.16 16.0 5.8 EupacA 58.38 0.39 9.2 -6.9 GlblAlloc 19.69 0.48 11.4 3.2 ClipperFd n 153.38 6.88 23.7 28.0 SmCapIndx 28.15 2.23 15.9 7.7 Fixd 10.25 0.01 4.8 8.5 NatlMuniInc 9.29 0.04 2.3 -0.2 FidAdAsset 13.80 0.17 6.5 2.8
FdInvA 88.63 3.34 25.5 32.5 HlthScOp 71.31 1.70 13.0 11.8 Cohen & Steers: Columbia Class I3: GblAll60 40Inst 22.58 0.55 13.6 14.2 ShDurStratIncFd 6.61 NA NA NA FidAdEm 40.79 0.71 14.2 -8.7
LgCpGrAdv 118.62 5.79 27.8 23.8
GBalA 39.15 0.45 9.3 6.4 LgCp Focus Gr 7.86 0.42 30.5 18.0 GblInfrI 25.01 0.37 16.9 17.4 Balanced I3 55.68 1.48 15.9 17.9 GlAll25 75Inst 14.50 0.16 8.1 8.0 TMG1.0 n 2678.56110.96 27.4 31.2 FidFreeBlend 11.45 0.24 10.8 3.7
NationalPtf 9.71 0.03 2.8 -0.7
GovtA 11.89 0.04 1.2 -7.6 MdCpGrA 37.60 3.00 15.1 -12.7 GlbRltyI 55.42 0.77 8.2 -7.7 Bond I3 29.63 0.18 3.7 -6.4 GlEqInst 36.12 1.39 20.0 23.2 TMG1.1 120.69 4.99 27.1 30.2 FidFreeBlend 11.80 0.27 12.1 5.5
SelectUSLgShrt 16.15 0.50 20.1 20.6
GwthA 81.83 4.07 29.6 18.2 MultiAstIncome 10.32 0.12 8.7 6.4 InstlRlty 51.63 0.90 13.6 3.3 ContCore I3 40.32 1.57 24.9 35.6 GlRESec 11.15 0.19 8.6 -5.5 TMG1.2 54.22 2.24 26.9 29.7 FidFreeBlend 12.50 0.32 14.0 8.2
SmCapCorePortADV 14.97 1.20 18.1 10.8
HI TrA 9.85 0.06 9.4 11.3 NatlMuni 10.12 0.02 1.8 -2.9 PrefSecIncmA 12.43 0.09 10.6 2.1 DivIncom 36.50 1.21 19.3 28.9 InfProtSec 10.98 0.08 3.5 -5.6 WW Hlth Science 14.67 0.09 12.2 10.6 FidFreeBlend 13.33 0.41 17.7 13.2
SmMdCpGr 14.24 1.09 25.6 -10.1
HiInMuniA 15.39 0.03 6.3 1.8 ScTechOppA 69.32 3.92 36.0 7.1 PrefSecIncnI 12.46 0.08 10.8 2.9 Commerce Funds: IntGvFxdInc 10.98 0.05 1.3 -8.1 Eaton Vance Class I: FidFreeBlend 13.18 0.39 16.6 11.8
SmMidCpValAdv 25.68 1.55 15.7 11.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ICAA 63.04 2.47 26.6 39.6 StratMuniOpp 10.48 -0.03 2.2 -4.1 RltyIncA 17.33 0.20 14.2 1.1 IntlCoreEq 16.03 0.05 7.0 6.5 AtlCpSMID 45.86 2.00 21.1 26.2 FidFreeBlend 13.31 0.41 17.6 13.1
SustGlbThemAdv177.31 3.57 12.1 -5.8 Bond n 17.88 0.14 3.0 -4.7
IncoA 26.18 0.52 14.0 17.6 StrtIncOpptyInvA 9.51 0.05 4.8 5.0 RltyIncI 18.64 0.22 14.4 1.9 IntlREst 3.68 -0.05 -1.3 -18.3 FloatRtHiInc 8.31 NA NA NA FidFreedoK 13.97 0.42 18.1 14.2
SutblIntlThemat20.80 0.03 5.6 -14.9 Community Capital Tr:
IntBdA 12.47 0.02 2.8 -1.2 TotRet 9.92 0.08 2.6 -7.7 RltyShs n 70.76 1.21 13.8 3.0 IntlSustCore1 12.95 0.02 7.9 2.4 FltgRt 8.39 NA NA NA FidSAI 9.27 0.06 9.7 8.4
TxMgdWlthAppAdv 23.41 0.85 22.6 19.4 CRAQualInvFd 9.44 0.05 2.3 -4.9
IntlGrIncA 37.79 0.12 7.6 3.6 BlackRock Funds III: IntlVal 21.37 0.06 9.9 22.5 GblMacAbR 8.39 NA NA NA FidSAIEmerg 14.04 0.09 15.7 12.0
WlthApprStr 22.70 0.80 22.9 20.1 Colorado BondShares: Congress:
LtdTEBdA 15.37 0.03 2.1 1.3 iShS&P500IdxK703.03 31.47 26.6 32.9 IntlVectorEq 14.06 0.06 7.6 7.6 IncBos 5.24 0.03 7.4 11.0 FidSAIIntern 12.85 -0.09 4.3 1.9
AB Funds - I: ColoradoBdShs 9.00 0.03 7.1 10.8 SmCapGw Inst 49.47 4.39 27.5 8.8
N PerA 66.47 1.90 18.9 7.2 iShUSAggBdIdxK 9.04 0.07 2.4 -6.4 IntrLrgCpGroPor 16.58 0.05 5.3 -0.6 FidSer5 7.70 0.09 2.4 -14.7
LgCpGroI 117.68 5.74 27.8 23.7 Columbia Class A: LgCpVal 27.64 NA NA NA
NEcoA 68.60 2.96 27.1 11.3 BlackRock Funds Inst: Credit Suisse Common: IntSmCo 20.22 0.07 6.8 -1.6
NatlMuniInc 9.28 0.03 2.4 0.4 FidSer0-5 9.77 0.04 4.7 6.6
Aberdeen Fds: NwWrldA 83.23 0.84 10.9 -3.5 AMTTEBd 14.87 0.05 4.3 -2.7 ComdtyRet 22.71 NA NA NA IntSmVa 22.87 0.15 10.1 14.5
AdvIntl Inst 19.33 0.04 9.1 11.8 Edgewood Growth Instituti: FIDSerEmgMkt 9.50 0.09 12.3 -9.9
EmMktEqty Inst 14.34 0.16 9.2 -18.5 SmCpA 71.47 2.70 7.9 -15.9 BalancedA 55.09 1.46 15.6 16.8 CrossingBridge: IntTermMuni 10.07 0.03 1.2 1.6
AdvLCGrwInst 28.48 1.56 32.9 29.9 EdgewoodGrInst 53.22 1.97 21.7 -2.0 FidSerInt 8.77 0.01 2.2 -5.4
Advisers Inv Trst: STBFA 9.53 0.00 3.7 3.3 BldrAggrsv 13.94 0.45 17.9 13.4 IntVaIII 18.36 0.04 9.8 22.6
AdvLgCapCore 23.87 1.10 28.9 31.0 LwDurHYld Inst 9.76 NA NA NA FidSerToMarket 19.79 0.96 26.4 28.1
Balanced n 97.33 2.35 16.9 22.6 STTxExBdA 9.97 0.01 2.5 2.7 BldrMod 10.95 0.25 12.2 5.9 ITExQual 9.70 0.12 4.0 -5.2
BasicVal 21.40 0.61 15.7 27.6 Cullen Funds: F FIDSerTresIndxFd 9.95 0.00 4.6 11.5
Growth n 129.86 4.02 23.1 33.6 TECAA 16.78 0.03 2.6 -0.6 ContCoreA 38.68 1.51 24.5 34.1 LgCo 39.81 1.78 27.0 33.3
CAInsMun 12.03 0.03 3.2 0.7 EmrgMktHighDiv I 13.02 0.19 12.3 22.6 FIDZroExtMktIx n 14.53 0.96 18.6 9.2
AdvisorsInnerCir: TxExA 12.46 0.04 2.4 -0.5 DisplCoreA 16.75 0.70 28.4 32.9 LgCpIntl 27.84 0.07 8.0 8.7
CapAppr 44.81 2.37 31.5 19.0 HiDivEqI 15.29 0.33 14.8 16.3 Fairholme: FIDZroLgCpIx n 21.48 0.99 27.5 32.2
WshA 65.96 2.39 21.9 34.8 DivIncA 35.71 1.19 18.9 27.6 SclCrEqInst 14.94 0.07 7.6 3.9
LSVValEq 29.90 1.37 19.7 27.2 EmgMkts 25.85 0.92 7.0 -14.2 Fairholme n 33.49 1.23 -7.4 9.2 Flex 500 Index 25.61 1.14 27.2 33.6
AMG Funds: DivOpptyA 41.22 1.18 19.7 27.0 SelHdgGlFxd 9.54 0.01 5.0 3.2
Akre Funds: EqtyDivd 21.02 0.56 15.5 23.6 D FAM Dividend Focus: FlexIntIdx 13.78 0.04 9.3 4.1
RRSmCapValI 18.07 1.67 18.2 26.7 EqValA 13.13 0.44 15.3 19.5 STExQual 10.41 0.01 4.8 4.5
AkreFocusInst 72.37 2.74 21.1 19.4 FloRateIncPorIns 9.70 0.01 7.3 20.4 FAMDivFocFd n 61.94 2.69 16.3 23.7 FlexMuniInc 9.85 0.03 2.3 0.8
AMG Managers Funds: FocEqA 17.22 0.89 24.8 11.6 Davenport: STGov 9.98 0.01 4.5 4.6
AkreFocusRtl 69.33 2.62 20.8 18.4 GlblAlloc 19.89 0.48 11.6 3.9 FAM Value: FlexUSBdIdx 9.11 0.06 2.3 -6.6
GlobTech 81.02 4.35 23.8 27.9 STMuniBd 10.17 0.01 2.5 5.0
Alger Funds A: GWKMBd I 11.37 0.05 0.1 -1.3 GlDnymcEq 14.26 0.38 9.8 14.9 Davenport Core n 38.25 1.61 24.5 28.5 Freedom2060K 15.27 0.46 18.0 14.1
LgCpGrowA 74.66 3.75 31.0 26.4 US CoreEq1 44.81 2.23 25.4 31.9 FAMValue n 110.73 5.92 21.4 22.1
YachtmanFocFd I 21.41 0.48 6.5 14.6 HiEqInc 29.59 0.61 12.9 22.9 EqOpp n 25.48 1.33 13.5 10.4 FreeInd2065Prem 15.32 0.44 17.2 14.0
CapApr 37.25 2.67 47.4 26.2 LgCpVl A 18.17 0.69 19.7 25.9 US CoreEq2 40.16 2.06 24.8 31.3 Federated Hermes:
YacktFocFd N n 21.46 0.47 6.3 14.0 HlthScOp 76.63 1.84 13.2 12.7 Val&Incm n 20.42 0.48 17.9 12.3 GlexUSIdxInstPre n 15.38 0.05 9.2 4.1
SpectraN 29.69 2.01 45.0 12.5 LiGoBalA 12.35 0.35 15.1 10.0 US Micro 31.06 2.63 19.1 18.2 FedHerMDTGro 38.43 2.38 37.7 45.8
YacktmanFd I 25.72 0.74 10.2 17.6 HYMuni 9.18 0.07 6.5 -2.5 Davis Funds A: GrowthCompanyK6 31.14 1.68 38.7 28.2
Alger Funds Inst: MidCapGthA 27.57 2.59 27.4 2.7 US Small 52.17 3.85 18.6 16.7 FedHerMortStratP n 8.40 0.07 2.3 -5.3
Angel Oak Funds Trst: Interntnl 19.93 0.23 2.2 -13.0 NYVen A 30.36 1.27 23.4 26.8 InflPrBdIndInsPr n 9.16 0.07 3.4 -5.5
CapApprI 48.79 3.49 47.3 26.1 SelgComuInfoA 138.48 7.55 23.9 27.9 US SmCpVal 51.77 3.86 16.5 29.8 FedHerUltBon 9.27 0.00 5.4 10.4
AglOkMtiStFdClIn 8.63 0.00 7.3 -1.0 IntlDvd 35.82 -0.29 6.2 10.8 Davis Funds C & Y: InterBondIndexCL n 9.35 0.03 3.6 -1.2
Amana Income: SelMidCpValA 15.13 0.61 18.8 21.5 US TgdVal 36.46 2.76 15.6 27.4 Federated Hermes A:
AQR Funds: iShMSCIIntldx 16.22 -0.03 7.0 6.8 NYVenY 31.72 1.33 23.7 27.8 IntlIdxInstPrem n 50.50 -0.14 7.0 6.7
SmCpIdxA n 26.88 2.13 15.7 6.9 USLCpGr 39.94 1.87 28.8 41.4
AmanaIncm n 70.20 1.74 17.3 26.9 MdCpGrEq 44.42 3.54 15.3 -12.0 Del Invest Instl: EqIncA 26.24 1.06 19.2 18.2 IntlIndex n 12.08 0.04 9.1 4.2
DAFR6 12.32 0.02 3.6 3.7 StratIncA 21.98 0.15 5.1 2.0 USLgVa 52.59 2.25 19.8 26.9
AmanaGrowth n: MultiAstIncome 10.34 0.13 9.0 7.3 KaufmannA 6.44 0.36 22.7 -8.5 IntrTresBdIxPrem n 9.64 0.04 1.3 -8.1
DivArbI 12.32 0.02 3.6 3.4 TaxEA 11.96 0.04 3.8 -2.1 CorpBdI 15.46 0.18 4.1 -7.7 USLgVaIII 33.77 1.44 19.9 27.2
AmanaGrowth n 84.71 3.20 18.6 23.7 NatlMuni 10.12 0.03 2.1 -2.0 KaufmnSCA 53.37 3.29 16.1 -19.2 LgCpGwId InstPre n 38.98 2.12 32.1 33.9
DivStr I 12.48 0.22 11.2 42.2 TechA 87.63 4.51 31.8 33.8 Value 18.85 0.67 13.6 14.7 USSmCpGr 30.86 2.25 21.9 17.6
Amer Beacon Insti: NYMUNIOPP 10.63 0.06 2.6 1.4 MunStkAdvA 15.01 0.31 10.0 7.9 LgCpVlIdxIstPrem n 19.35 0.74 20.0 24.9
LgCapDefStyle I 26.37 1.02 20.0 16.2 Columbia Class Adv: Delaware Invest A: USSoCoreEq2 29.73 1.64 26.0 30.1
LgCapinst 31.06 1.11 20.7 29.3 ScTechOppInst 76.58 4.34 36.3 7.9 StrValDivA p 6.28 0.11 19.1 30.5 LTTrsBdIdxInstPr n 9.61 0.15 -2.2 -29.0
LgCapDefStyle R 26.33 1.01 20.1 16.5 ContCore 40.29 1.57 24.8 35.1 GroInA 16.80 0.76 20.6 42.1 USSustCoreI 47.00 2.44 26.6 31.5
SmCpInst 28.62 1.87 14.8 19.9 StratIncOpptyIns 9.51 0.05 5.0 5.8 Federated Hermes Int: MidCapK6 17.51 1.05 20.4 26.3
LgCpMultiStyle R 21.56 1.14 26.3 36.3 DivIncom 36.47 1.21 19.2 28.5 Ntl HYlA 10.27 0.02 5.4 -1.2 USVectorEq 28.59 1.60 19.3 24.0
American Century A: StratMuniOppI 10.57 0.06 2.5 -3.5 MidCpGrwthIndx n 33.89 2.85 25.5 8.8
LngShrtEq I 16.66 0.42 26.3 104.2 Columbia Class C: SmCpValA 77.51 5.67 19.1 13.2 WexUSGov 8.50 0.02 1.1 -10.3 GloFinI 37.76 -0.17 2.2 5.3
TacOpp Inst 14.60 0.10 9.9 22.5 MidCpInxInstPrem n 36.06 1.94 20.4 14.6
EqIncA 9.50 0.15 14.7 16.7 MgdFutStrI 8.55 0.14 4.5 41.5 TxUSA 10.65 0.04 3.2 -2.8 WrdEXUSTARGETVAL 14.88 0.06 8.7 10.5 InsHiYld 8.96 0.04 6.6 7.1
TotRet 9.92 0.09 3.0 -6.8 Balanced 54.78 1.45 14.9 14.2 MidCpValIndex n 28.77 1.26 18.7 18.3
American Century G: ArbitrageI : WealthBuilder p 15.77 0.37 13.2 18.1 Dodge & Cox: MDTAllCIS 51.25 2.92 35.0 44.7
BNY Mellon Funds: DivInc 34.39 1.13 18.1 24.7 NewMkt I 12.88 0.16 7.9 2.8
GlBond 8.86 0.05 2.9 -3.6 ArbitrageI 13.71 NA NA NA Deutsche DWS: Balanced n 110.43 2.12 12.6 18.3 MDTSmCIS 28.65 2.05 22.3 7.2
AMTMunBdZ n 13.41 0.03 2.3 -0.8 Columbia Class I: OTCK6Port 25.91 1.15 31.3 24.2
InfAdjBd 10.69 0.08 3.5 -5.5 Ariel Investments: CapGrth 131.67 5.86 27.6 19.8 Dodge & Cox n 10.94 0.10 2.7 5.3 TtlRtnBdI 9.49 0.06 2.8 -5.8
Aprec n 46.09 1.59 16.1 16.8 Acorn I 13.16 0.80 20.4 -10.9 PuritanK6 16.56 0.63 20.8 19.7
SDIPB 10.55 0.05 4.7 5.9 ApprecInv n 44.35 2.41 13.3 8.3 CapGrth n 135.29 6.03 27.8 20.7 GblStock n 16.72 0.22 12.1 23.8 Federated Hermes IS:
Dr500In n 64.64 2.89 26.6 31.6 AcornIntl I 25.04 0.25 1.2 -21.6 RealEstIdxInst n 17.41 0.51 11.8 -1.5
Sustain Equity 58.18 2.50 23.0 25.7 Ariel Inv n 82.23 4.09 20.4 9.2 Balanced I 54.95 1.45 15.8 17.6 CoreEq n 38.09 1.87 23.5 32.6 Income n 12.66 0.11 3.5 -1.2 CorpBondFdIS 8.37 0.09 3.7 -4.6 SAIIntlMon 14.59 0.13 12.8 6.3
Dreyf n 21.07 0.96 30.6 41.1
American Century I: Aristotle Value: DreyMid r Inv n 33.68 1.99 19.6 17.3 ContCore I 39.22 1.53 24.8 35.2 EqDivA 60.67 2.10 18.7 32.9 Intl Stk n 53.81 0.10 9.5 16.2 GovUltra 9.82 0.01 5.0 10.7 SAIIntlSmComplet 12.44 0.20 7.9 -14.3
CaHYMu 9.83 0.01 3.8 -1.8 Equity Fund 23.09 NA NA NA GlFxIncI 20.56 0.10 4.2 1.5 CorpIncm I 9.21 0.10 4.1 -4.2 MgdMuniA 8.15 0.02 2.7 -2.4 Stock n 284.80 9.95 20.7 30.5 IntEq IS 25.69 0.22 8.2 -8.1 SAIUSLgCpIndxFd24.80 1.11 27.1 33.5
DivBnd 9.19 0.06 2.4 -7.2 Artisan Funds: InstS&PStkIdx I 65.63 2.75 26.9 32.7 DivIncom I 35.75 1.19 19.1 28.5 MgdMuniS n 8.16 0.02 2.9 -1.7 Domini Funds: KaufmnLCIS 25.09 1.27 26.0 13.1 SeriesBondFd 9.00 0.07 2.3 -6.6
EqInc 9.52 0.15 15.0 18.3 GblOppInst 37.88 1.00 19.1 -1.1 IntlStkI 24.70 0.04 3.9 -4.5 FlexCap 14.30 0.28 13.6 11.1 S&P500S n 51.17 2.29 26.8 32.4 US Equity Inv n 39.81 1.66 23.0 16.1 KaufmnSCI 55.47 3.41 16.5 -18.1 SeriesOverseas 14.30 0.17 10.3 1.7
Growth 63.04 2.91 25.6 22.6 GblOppInv n 36.74 0.97 18.9 -1.8 IntlStkY 24.39 0.04 3.9 -4.4 GlbTechGw I 92.68 4.77 32.1 34.8 TechA 43.03 2.26 40.0 34.2 DoubleLine Funds: MidGrStI 65.89 6.35 36.7 25.2 SerLTTreBdIdx 5.56 0.09 -2.3 -29.0
IntTF 10.76 0.02 1.8 -0.3 Intl Inv n 30.77 0.32 14.7 2.9 ResrchGrA 20.70 1.08 26.5 14.8 LgCpGrow I 80.12 4.02 31.3 27.3 Diamond Hill Funds: CoreFxdIncmI 9.26 0.06 3.6 -4.2 ShtlncIS 8.48 0.01 4.9 6.8 smallcpvInd n 29.82 2.48 23.4 -2.7
MdCapVal 17.37 0.54 12.9 20.5 IntlInst 30.96 0.32 15.0 3.6 ResrchGrZ n 21.64 1.12 26.7 15.4 LgCpIdx I 64.59 2.89 26.9 32.9 LgCapI 37.66 1.16 18.4 18.2 FlexibleIncomeI 8.70 0.03 7.5 5.8 StraValDivIS 6.32 0.10 19.2 31.2 SmallCapValIndx n 27.83 2.11 16.4 8.0
SmCapGrowth 23.80 1.57 21.2 -3.5 IntlVal Inst 50.45 0.39 10.8 26.1 SmCpStk r Inv n 29.98 2.38 15.7 6.8 MdCpIdx I 16.45 0.98 19.8 18.4 LgCapY 37.73 1.17 18.6 18.7 LowDurBdI 9.60 0.01 4.7 8.6 UltraShortI 9.27 0.00 5.4 10.3 SmCpIdxInstPrem n 29.97 2.38 19.8 3.1
SmCapVal 11.82 0.78 13.5 11.0 IntlVal Inv n 50.29 0.39 10.6 25.2 StratValA 50.24 2.06 22.3 43.7 MidCapGth I 31.73 2.99 27.7 3.5 LongShortI 29.75 0.11 10.5 13.9 LowDurBdN n 9.59 0.01 4.4 7.7 FedMuniUl A 10.01 0.00 3.2 7.0 STBdIdx InstPrem n 9.94 0.01 3.5 2.2
Ultra 102.54 5.29 29.6 23.6 MidCapInst 47.00 2.23 13.0 -17.9 StrgVal I 50.67 2.08 22.5 44.8 SelComunInfo 162.05 8.84 24.1 28.8 SmMidCapI 28.84 1.54 13.2 8.5 ShillerEnhCAPEI 15.98 0.77 16.8 15.1 Federated Hermes R: STTreIdx InstPre n 10.24 0.00 2.9 1.0
 November 11, 2024 BARRON’S 47

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
TMktIdxInstPrem n 166.18 8.05 26.4 28.1 Freedom2015 K6 11.92 0.18 8.6 2.3 LowPriStkK6 15.81 0.65 13.3 24.2 Gold 29.47 -0.74 22.5 27.1 EmgCntryDt 20.83 NA NA NA IFP US EquityFd 22.63 0.67 22.8 31.1 DispVal I 27.33 1.45 23.3 36.3 USLgCpGr nr 27.99 1.42 32.2 17.8
TotalMarketIndex n 21.01 1.02 26.4 29.0 Freedom2020 K 15.19 0.27 9.8 2.8 LtdTmBdFd n 11.39 0.02 4.6 4.2 OverseasA 27.09 0.06 11.8 12.2 Quality 35.03 1.02 22.2 36.0 Invesco Fds Investor: DispValMCI 32.02 1.74 17.0 27.1 Lazard Instl:
TtlIntIdxInstPr n 14.31 0.05 8.8 2.9 Freedom2020K6 15.14 0.28 10.1 3.3 MagellanK 15.89 0.83 33.2 27.7 US Val A 23.07 0.52 21.2 29.8 GMO Trust Class IV: DivrsDiv n 20.44 0.69 17.5 27.0 DispValMdCp 30.33 1.64 16.7 26.1 EmgMktEq 19.39 0.13 12.9 16.5
USBdIdxInstPrem n 10.37 0.08 2.3 -6.6 Freedom2025 K 14.41 0.30 11.1 4.3 Magin n 15.89 0.83 33.0 27.3 US Val I 23.68 0.53 21.5 30.7 EmgCntrDt 20.80 NA NA NA Tech n 69.97 5.70 34.9 10.4 DispValMdCpR632.04 1.74 17.1 27.5 GlbLstInfr 15.87 -0.06 6.2 21.4
USSusIdx n 26.98 1.33 27.0 31.1 Freedom2025K6 14.37 0.30 11.3 4.7 MAMun n 11.40 0.03 1.5 -1.8 FMI Funds: IntlEq 24.96 0.01 10.6 18.3 Invesco Funds A: DispValR6 27.43 1.46 23.4 36.7 IntlEq 17.48 0.06 9.5 5.1
Fidelity Adv Focus A: Freedom2030 K 18.50 0.41 12.3 6.1 Manager40 n 13.28 0.24 9.1 4.4 ComStkInvst n 39.82 2.09 16.7 36.5 Quality 35.15 1.02 22.2 36.2 500InxA 63.65 2.85 26.6 31.5 JHITFunLgCpCorFd: IntStrtEq r 15.87 0.08 2.7 -4.7
HthCarA 68.19 2.40 13.7 0.2 Freedom2030K6 18.45 0.41 12.5 6.6 Manager60 n 16.35 0.39 11.9 6.6 IntlInvst n 36.91 0.84 8.9 19.2 GMO Trust Class VI: FunLgCpCorA 76.39 3.20 22.3 20.9 Legg Mason I:
ActiveAllA 14.73 0.53 12.6 1.5
TechA 127.83 6.72 34.3 37.4 Freedom2035 K 16.51 0.40 14.3 8.9 McpVl n 35.04 1.91 21.1 33.8 LgCapInvst n 17.33 0.68 16.0 23.1 FunLgCpCorI 81.38 3.41 22.6 21.8
Quality 35.05 1.03 22.3 36.4 BalancedRiskAllA 9.11 0.13 6.7 -4.7 IntlGrTrI 67.33 0.08 10.5 -3.4
Fidelity Adv Focus M: Freedom2035K6 16.47 0.40 14.5 9.5 MegaCpStk n 26.51 1.07 28.7 45.9 FPA Funds: John Hancock:
Goldman Sachs A: CapApprA p 86.90 4.82 35.1 22.3 OpporTrl 43.35 2.68 29.3 0.6
Tech 116.00 6.09 34.0 36.4 Freedom2040 K 12.22 0.35 17.0 12.6 MidCap n 45.84 2.70 19.6 24.7
FPAQueeRoSCap43.05 3.00 16.7 22.7 CapGr 36.65 NA NA NA Chart 21.70 0.94 27.8 24.6 500Index1 61.87 2.77 26.8 32.4 Longleaf Partners:
Fidelity Advisor: Freedom2040K6 12.18 0.35 17.3 13.2 MidCapStkK 45.91 2.69 19.7 25.0
FPAFlexIncFnd 10.15 0.03 5.0 11.4 IncBuilder 26.05 0.50 11.3 11.9 CmstA 32.24 1.14 19.4 35.1 BondI 13.54 0.12 3.3 -6.2 Intl n 16.42 -0.26 3.1 -4.8
Freedom2045 K 14.21 0.42 18.1 14.1 MuniInc n 12.27 0.04 1.9 -1.5
MultiAstIn Retai n 14.51 0.42 12.1 8.4 FPANwInc 9.85 0.03 4.4 8.5 Muni 15.29 NA NA NA CoreBdA p 5.68 0.04 3.1 -7.3 BondR6 13.56 0.11 3.4 -6.0 Partners n 25.59 0.52 13.3 4.5
Freedom2045K6 14.18 0.43 18.3 14.8 NASDAQ n 245.66 13.39 29.2 24.3
Semiconductors A90.49 6.03 48.5 75.9 FPACres Inst 43.23 0.85 15.3 23.3 Goldman Sachs Inst: CpBdA 6.31 0.07 4.7 -6.8 CapApprNAV 17.94 0.86 29.7 16.0 Sm-Cap n 28.37 0.84 13.6 5.1
Freedom2050 K 14.40 0.44 18.1 14.2 NewInsights Z 46.25 2.03 36.2 32.6
SrsAdvIntlCapApp 33.38 0.56 12.3 3.1 FPACresentFnd 43.26 0.85 15.4 23.5 DevMktA 41.00 0.11 4.2 -19.4 IntlGrwI 27.89 0.44 13.1 -8.8 Loomis Sayles Fds:
Freedom2050K6 14.39 0.44 18.3 14.8 NewMill n 62.49 2.95 30.9 59.3 EmgMktEq 25.01 NA NA NA
StragInc n 11.75 0.11 6.8 3.7 Franklin: DiscFdA p 111.02 10.98 32.5 -2.4 MdCpIdxI 22.41 1.33 19.6 17.6
Freedom2055 K 16.67 0.50 18.1 14.1 NewMkt n 12.87 0.15 7.9 2.8 HYMuni 9.25 NA NA NA LSBondI 11.94 0.08 7.1 0.7
Tech Z 144.63 7.62 34.8 39.0 FrnkGrowFdClA 18.80 NA NA NA DisMdCpGrA 30.83 2.68 31.0 -2.4 Science&TechI 24.60 1.77 36.5 25.9
Freedom2055K6 16.66 0.50 18.3 14.7 NYMun n 12.39 0.05 1.8 -1.3 Int 15.42 NA NA NA LSBondR pn 11.86 0.08 6.8 0.0
TotBdFdClZ 9.55 0.08 3.5 -3.5 Franklin A1: DivIncm p 28.08 0.79 15.7 26.1 John Hancock Class 1:
Freedom2060 n 15.27 0.46 18.0 13.8 OTC n 21.69 0.98 31.9 24.3 IntlEqESG Inst 29.13 NA NA NA LSStrIncA p 12.30 0.10 7.8 1.2
Fidelity Advisor A: DivrsDiv p 20.44 0.69 17.4 26.6 BlueChipGrw 64.82 3.12 36.2 21.3
Idx2015InsPre 15.02 0.23 8.3 2.6 OTC K 22.25 1.01 32.0 24.7 CA TF A1 6.87 0.01 2.3 -1.6 Muni 15.28 NA NA NA SmCpGI 31.84 2.95 21.5 -1.7
AdvMdCpIIA 25.56 1.64 23.3 18.3 EqIncA 11.50 0.39 15.6 16.6 CapAppr 17.75 0.84 29.6 15.8
Idx2020InsPre 16.72 0.30 9.6 3.3 OverseasK 66.03 0.80 9.8 -1.2 CAHY A1 9.90 0.01 4.3 -2.7 ShDuTF 10.33 NA NA NA Lord Abbett A:
AdvStrDivInA 17.91 0.52 15.5 15.2 EqInvA 15.43 0.61 13.8 2.9 LSAggr 15.42 0.53 17.7 10.3
Idx2025InsPre 19.58 0.40 10.8 4.6 Ovrse n 66.15 0.80 9.7 -1.5 Fed TF A1 10.89 0.02 3.3 -1.6 Gotham: Affiltd p 20.56 0.88 23.4 25.2
BioTech 34.77 0.86 27.2 20.0 EqWtdA p 81.32 3.35 17.7 18.6 LSBalncd 13.83 0.33 12.3 6.0
Idx2030InsPre 21.12 0.46 11.9 6.4 PcBas n 34.39 0.49 16.2 -3.3 FedInt A1 11.29 0.02 2.5 0.0 AbsRt Inst 24.31 0.45 24.9 46.8 BdDeb p 7.24 0.08 7.5 -1.1
EqGrA p/r 22.63 0.93 32.5 31.5 FltgRate p 6.71 0.01 6.2 16.0 LSConserv 12.01 0.15 7.2 2.7
Idx2035InsPre 24.39 0.59 13.7 9.1 PuritanK 25.67 0.96 20.6 19.5 HiInc A1 1.76 0.01 7.9 11.1 GothamIdxPl Inst29.40 1.36 30.1 50.7 CalibrDivGr 24.72 1.04 28.0 31.3
EqInA 35.96 0.95 17.1 30.6 GblAllocA 19.88 0.48 8.2 1.9 LSGwth 14.85 0.44 15.3 8.8
Idx2040InsPre 25.76 0.71 16.2 12.6 Puritn n 25.70 0.97 20.5 19.3 HY TF A1 9.01 0.02 6.5 -1.7 Guggenheim Funds Tru: CoreFxdInc p 9.26 0.06 2.7 -6.7
FF2030A 15.05 0.32 12.0 4.2 GblStrIncmA p 3.10 0.04 3.1 -0.5 LSModer 12.55 0.22 9.4 4.3
Idx2045InsPre 27.14 0.79 17.2 14.0 RealE n 42.19 0.94 11.7 1.2 IncomeA1 2.43 0.03 9.8 15.2 DevGt p 24.23 2.03 31.8 -20.4
FltRateA 9.31 0.02 7.0 19.3 FloRaStraFdInst 24.23 0.02 5.9 19.0 GlbOppA p 50.53 1.49 -0.6 -36.4 RetLiv2030 10.25 0.26 12.8 4.3
Idx2050InsPre 27.18 0.79 17.2 14.0 RealEstInc n 12.30 0.13 9.7 4.0 NY TF A1 10.00 0.04 2.1 -3.0 FloatRt p 8.17 0.02 7.7 19.2
GrOppA 178.68 9.66 39.2 15.2 MacOppFdClInstl 24.78 0.07 7.3 7.9 GlHltCr 40.82 1.08 13.9 2.3 RetLiv2035 10.82 0.31 14.6 6.0
Idx2055InsPre 22.37 0.65 17.2 14.0 SAIIntlMinVolInd 11.49 -0.05 5.1 3.5 US Gov A1 5.06 0.04 1.3 -5.8 FundlEq p 16.74 0.79 25.6 30.3
IntCpApA 30.95 0.51 12.0 2.2 TotRtnBdFdClInst 23.79 0.16 3.9 -6.1 GrIncA 24.45 1.13 21.7 28.4 RetLiv2040 11.20 0.35 16.5 8.1
Idx2055Investor 22.35 0.65 17.1 13.9 SAILTTreBdIdx 7.09 0.12 -3.1 -32.0 Utils A1 24.72 0.74 30.4 36.7
LgeCapA 52.00 2.34 29.5 43.9 GuideMark Funds: GrowAlloc p 16.15 0.57 12.5 1.9 HiYldA t 6.46 0.05 8.6 2.7
Idx2020 Premier 16.72 0.31 9.7 3.4 SAISm-MidCap500I 6.85 0.38 17.5 11.7 Franklin Templeton: RetLiv2045 11.19 0.38 18.2 10.3
NwInsghtA 43.87 1.92 35.7 31.1 LgCpCorServ n 34.82 1.77 24.8 26.7 HYMuA 8.61 0.01 5.2 -3.9 HYMuniBd p 11.02 0.02 6.4 -3.8
Idx2025 Premier 19.57 0.40 10.8 4.6 SAIUSMinVolIndFd22.89 0.81 22.6 29.5 TgtGro A 20.98 NA NA NA John Hancock Funds A:
SmllCapA 33.84 2.28 20.2 8.0 GuideStone Funds: IntlDivA 16.53 0.16 2.5 -15.3 IncomeA p 2.46 0.03 4.7 -4.4
Idx2030 Premier 21.11 0.46 11.9 6.4 SAIUSQtyIdx 22.41 0.88 27.6 40.3 TgtModA 16.22 NA NA NA BalA 29.42 0.82 13.6 14.0
StkSelMC 45.55 2.94 18.4 16.8 AggrAllGS4 n 13.71 NA NA NA IntlGrow 23.87 0.23 4.6 -1.1 IntrTxFr 10.26 0.03 2.4 -1.8
Idx2035 Premier24.40 0.59 13.8 9.1 SCValueI 21.97 1.56 16.2 16.0 FrankTemp/Frank Adv: BondA p 13.54 0.12 3.0 -7.1
StrInA 11.58 0.11 6.5 2.8 BalAllGS4 n 12.22 NA NA NA IntlGrowA p 37.12 0.41 3.5 -12.4 MidCapStk 39.16 2.20 22.0 25.8
Idx2040 Premier 25.75 0.71 16.2 12.7 SmallCap n 20.18 1.45 17.3 4.8 LifeBal 13.98 0.34 12.0 4.9
TotalBdA 9.56 0.07 3.1 -4.7 CA HY Adv 9.92 0.01 4.3 -2.4 EqindxGS2 61.04 NA NA NA IntlSmCoA 42.56 0.58 -0.9 -25.5 MultiAstBalOppty 12.66 0.43 18.0 8.4
Idx2045 Premier 27.13 0.79 17.2 14.1 SmCapDisc n 27.17 1.94 10.2 11.1 LifeGrw 14.92 0.45 14.9 7.7
Fidelity Advisor C: CA TF Adv 6.86 0.01 2.6 -1.2 EqIndxGS4 n 60.99 NA NA NA IntTMIA p 10.45 0.02 3.1 -0.5 MultiAstInc 16.45 0.37 12.0 3.0
Idx2050 Premier 27.18 0.79 17.2 14.1 SmlCapO n 16.14 1.22 25.6 18.4 LifeMod 12.65 0.22 9.1 3.2
CvtScAdv 24.00 1.09 17.0 4.2 GrAllGS4 n 13.43 NA NA NA InvescoFd p 29.09 -0.78 27.1 13.4 ShDurTxFr 15.10 0.02 2.7 1.6
GrOppC 142.34 7.68 38.4 12.6 Idx 2055 Premier 22.36 0.65 17.2 14.1 SmlCpGrth n 36.25 2.79 30.4 4.7 USGlobLdrs 76.19 3.28 22.2 8.6
Dynat Adv 185.73 11.16 32.9 5.7 GrEqGS2 30.62 NA NA NA InvGloblFdA 105.76 2.58 17.8 3.7 ShtDurIncmA p 3.87 0.00 4.6 4.6
NwInsghtC 32.24 1.41 34.9 28.2 Idx 2060 Premier 18.95 0.55 17.3 14.1 SmlCpGrth K6 19.28 1.47 30.6 5.7 John Hancock Instl:
Fed TF Adv 10.90 0.02 3.4 -1.4 GrEqGS4 n 29.81 NA NA NA LmtdTrmMunInc p 10.98 0.02 2.1 3.2 TaxFr p 10.53 0.02 3.0 -3.9
Fidelity Advisor Fun: Idx2065 InstPrem 15.32 0.45 17.2 14.0 SmlCpGrth Z 36.65 2.83 30.5 5.0 BalancedI 29.39 0.82 13.8 15.0
FedIntAdv 11.31 0.02 2.5 0.2 IntEqGS2 15.49 NA NA NA MnStFndA 63.03 2.46 26.9 24.6 TotRet p 8.77 0.06 3.4 -5.9
EqGrClZ 26.71 1.09 32.8 33.0 IdxIncInsPre 11.94 0.13 6.0 1.6 SmlCpVal n 21.97 1.56 16.3 16.0 StratIncmOppI 10.06 0.06 3.4 -0.4
Growth Adv 152.52 6.12 23.3 17.7 LowDurGS2 12.91 NA NA NA MnStOpA p 29.78 1.36 30.2 30.9 ValOpps p 21.54 1.39 21.8 9.6
InterDiscZ 50.70 0.56 14.9 -4.5 Income n 10.83 0.11 5.7 0.6 Srs1000ValIndRet 17.64 0.68 20.1 25.0 USGlbLdrsGrwI 85.78 3.70 22.4 9.4
Income K 10.81 0.11 5.8 0.7 HY TF Adv 9.05 0.01 6.6 -1.5 MedDurGS2 12.74 NA NA NA MnStSmCpA p 32.58 1.80 21.9 20.1 Lord Abbett C:
IntlGrwZ 20.91 0.39 9.4 0.4 SrsBlChGroRetail n 19.60 1.06 37.3 29.6 JPMorgan A Class:
Fidelity Invest: IncomeAdv 2.40 0.03 9.5 15.3 ValEqGS2 21.45 NA NA NA ModInvA 11.77 0.36 10.7 0.8 BdDeb 7.26 0.09 6.9 -3.0
Semiconductors I 98.01 6.53 48.8 77.3 SrsEmrgMkt 19.67 0.19 13.5 -6.8
RisDv Adv 101.66 3.60 16.1 18.7 MunInA 12.03 0.03 2.8 -2.8 CoreBond 10.26 0.07 2.7 -5.9 ShtDurIncmC t 3.89 0.00 4.0 2.7
fedadvcons 10.07 0.00 4.7 NS AdvSrsGroOpport 17.95 0.97 39.9 19.2 SrsGlobal 15.13 0.05 9.2 4.1
SmCpValAdv 69.25 5.22 20.0 19.3 H RchHiYldMuniA 6.89 0.02 4.4 -1.8 CorePlusBd p 7.23 0.05 3.4 -5.1 Lord Abbett F:
Fidelity Advisor I: AggrInt n 29.76 0.49 12.2 3.1 SrsIntlGrw 18.88 0.36 10.2 2.1
Utils Adv 24.99 0.75 30.6 37.3 RisingDivA 28.20 1.12 23.0 31.0 EqInc p 26.35 0.89 18.6 22.4
BiotechI 38.06 0.93 27.5 21.0 AilSectEq 13.56 0.67 28.8 37.1 SrsGroCoRetail 26.79 1.38 37.6 28.7 ShtDurIncm 3.87 0.00 4.7 5.2
FrankTemp/Franklin A: Harbor Funds: RochAMTFrMuni 6.90 0.02 1.9 -2.6 EqIndx p 89.87 4.02 26.7 31.8
ConsvIncmMuni I n 10.05 0.00 2.9 7.0 AMgr20% n 13.80 0.17 6.4 2.7 SrsIntlSmCp 18.15 0.23 7.0 -8.2 Lord Abbett I:
BAL A 12.95 0.19 8.1 9.8 Bond 10.20 0.09 3.5 -4.6 RochCAMuni 8.11 0.01 2.5 -1.7 GroInc p 83.66 3.22 21.3 29.2
EqGrI 26.29 1.07 32.7 32.5 AMgr50% n 21.31 0.44 10.5 5.4 SrsIntlVal 13.00 0.09 11.4 23.0 BdDebentr 7.20 0.08 7.7 -0.6
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

BalInv 39.38 1.87 15.9 17.2 CapApInst 124.94 5.93 29.5 16.2 RochLmtTrNYMuni p 2.81 0.01 3.2 0.7 GwthAdv p 40.45 2.21 32.0 25.4
FAEmgMktI 33.08 0.45 15.9 -2.2 AMgr70% n 29.24 0.76 13.5 8.7 SrsSmCapDiscRet 12.14 0.85 10.6 12.6 CalibrDivGr 25.06 1.06 28.3 32.4
BioDis A 152.49 6.45 20.0 15.7 CapApInv n 114.71 5.43 29.1 15.0 RoMu A p 15.25 0.06 2.2 -3.4 Inv Bal p 16.68 0.38 12.6 9.5
FAIntDiscI 50.73 0.56 14.7 -4.9 AMgr85% n 28.09 0.83 15.7 10.7 STBF n 8.45 0.00 4.2 5.4 DevlpGro 32.02 2.68 32.0 -19.8
CoreAll A 24.61 1.02 20.2 16.1 IntlInst 47.59 0.26 7.9 5.4 SenFltRtA 6.61 0.01 7.0 18.6 InvCon p 12.87 0.19 8.5 3.8
FAInvGrdI 7.21 0.05 2.6 -5.8 AstMgr30R n 12.09 0.19 7.7 3.2 StkSelSmCp n 41.69 3.10 24.9 16.0 FloatRt 8.18 0.02 7.9 20.0
CvtSc A 24.00 1.09 16.8 3.5 LgCpValue 24.48 0.92 14.5 16.3 ShortTerm p 8.08 0.01 4.7 5.1 InvG&I p 20.51 0.57 15.6 13.6
FltRatel 9.29 0.02 7.3 20.2 Balanc n 30.50 1.02 18.0 17.2 StkSlcACap n 84.69 4.00 22.4 24.0 HiYld 6.49 0.05 8.8 3.4
DynaTech A 177.37 10.65 32.6 4.9 SmCpGwth 15.58 1.01 17.8 2.0 SmCpValA t 26.51 2.22 30.5 59.5 InvGrwt p 26.82 0.90 18.8 17.9
GrOppI 198.64 10.75 39.6 16.1 BalancedK 30.50 1.02 18.1 17.4 StratDivInc n 18.08 0.53 15.8 16.2 ShtDurInc p 3.87 0.01 5.0 5.5
StrDivIncI 18.01 0.53 15.8 16.1 EqIn A 35.58 1.29 23.3 26.7 SmCpValInst 45.49 3.25 17.9 18.2 SP IncomeA 5.80 0.18 21.3 72.5 LgCpGwth p 78.39 3.83 34.0 31.5
HiIncAdvI 11.20 0.17 11.1 12.3 BluCh n 225.72 12.21 37.6 26.4 TotRet 8.79 0.07 3.7 -5.2
TaxFrB n 11.00 0.03 1.9 -1.1 FlRtDA A 7.71 0.03 7.2 21.3 Harding Loevner: Tech p 70.01 5.69 34.8 10.0 MdCpGrw p 44.35 3.16 18.4 -0.5
HthCarI 76.03 2.68 13.9 1.0 BluChpGr K6 36.64 2.07 37.2 27.0
FoundFAlA 15.95 0.35 14.7 15.0 IntlEq 27.85 NA NA NA Invesco Funds P: MdCpVal p 41.21 1.92 19.0 21.1
IntlGr 20.86 0.39 9.2 0.1 BluChpGrK 227.03 12.28 37.7 26.7 TotalBond n 9.56 0.07 3.4 -3.8 M
TotalBond K6 8.85 0.07 3.3 -3.7 GoldPrM A 22.12 -1.06 32.9 2.5 Hartford Funds A: Summit P p 30.50 1.81 34.8 13.9 ShrtDurBd p 10.80 0.01 4.2 5.0
IntlSmCp 32.58 0.28 3.2 0.0 BlueChipVal n 26.08 0.71 11.0 23.0
Trend n 211.58 17.56 42.4 33.2 GrOp A 55.94 3.32 30.7 8.3 Invesco Funds R: SR2030 p 19.73 0.44 12.5 7.1 MainStay Fds:
MultiAssetInc 14.51 0.42 12.2 8.4 CAMun n 12.22 0.04 1.9 -0.6 BalIncA 15.23 0.30 9.2 7.2
Utility n 34.77 0.73 33.0 50.7 Growth A 150.88 6.05 23.0 16.8 Invesco 24.60 0.25 5.0 0.1 SR2040A p 23.09 0.64 16.3 12.2
MuniIncI 10.12 0.03 1.3 0.4 Canad n 72.86 1.70 13.0 20.5 CapAppA 47.92 2.03 22.8 18.2 FltgRateA t 8.89 0.01 7.2 18.5
ValStra n 63.61 3.48 15.1 30.1 LwDuToRt A 8.95 0.00 4.2 4.7 Invesco Funds Y: USEquity 27.14 1.30 28.5 33.0
MuniIncome 12.26 0.04 1.8 -1.7 CapAp n 51.41 2.19 29.5 29.8 Chks&Bal 10.57 0.27 14.0 11.6 MainStay Fds A:
CapDevA 25.40 1.15 30.1 45.3 Value n 16.61 0.85 15.7 25.7 RisDv A 101.78 3.60 15.9 17.8 ValAdv t 42.92 1.79 21.9 27.7
NwInsghtI 46.00 2.01 36.0 32.1 DiscpEqA 58.03 2.67 27.4 26.6 CoreBdY 5.65 0.04 3.3 -6.5 ConvtA 19.72 0.41 9.7 2.1
CapDevO n 26.79 1.21 30.4 46.5 ValueDisc n 38.36 1.15 13.6 17.2 SmCpGr A 24.65 2.01 19.7 -4.1 JPMorgan I Class:
DivGth A 37.83 0.96 16.5 24.1 DevMktY 40.33 0.11 4.4 -18.8
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

REIncmInst 12.23 0.13 9.6 3.9 HiYldBdA 5.25 0.03 6.9 9.4
ChinaReg n 41.60 0.51 30.0 -6.7 ValueK 16.64 0.85 15.7 26.1 SmCpVal A 64.37 4.84 19.7 18.4 EmrgMktEqAdv 17.66 0.17 12.6 -9.9 DiscovY 137.50 13.60 32.8 -1.7 CoreBond 10.25 0.07 2.8 -5.2
SmCapGrwI 36.35 2.81 30.4 4.6 IncBldr 21.01 0.45 15.0 9.0
CnvSc n 36.53 1.41 15.0 4.1 Wrldw n 40.95 1.99 31.6 18.6 SmMCpGrA 40.62 2.58 15.7 -10.4 EqInc 22.69 0.68 15.1 25.0 EqWtdY 82.78 3.42 18.0 19.5 CorePlusBd 7.23 0.06 3.7 -4.3
StkSelSCp 41.95 3.12 24.9 15.9 LgCpGrA p 11.74 0.64 30.6 23.6
Contra n 22.15 0.99 37.8 35.7 Fidelity SAI: StrInc A 8.35 0.07 4.4 0.6 GrOppty 58.38 2.99 38.9 14.2 GloblY 107.62 2.63 18.0 4.5 EmMktEq I 32.07 0.35 8.6 -19.2
StrInI 11.75 0.11 6.7 3.6 TxFrBdA 9.37 0.03 1.6 -2.7
ContraK 22.23 0.99 37.8 36.0 FidSAICnsrvInc 10.05 0.00 2.9 NS TgtCon A 14.28 NA NA NA Hlthcare 40.05 0.60 9.2 -1.1 IncomeY 6.28 0.20 21.6 73.7 EqInc 26.91 0.91 18.9 23.4
Total Bd 9.54 0.07 3.3 -4.0 MainStay Fds I:
CorpBd n 10.61 0.12 4.2 -6.0 FidSAIEmgMktIndx 14.55 0.13 12.1 -5.1 TtlRtn A 8.33 0.07 2.9 -8.1 MidCap A 27.93 1.77 10.6 -6.7 IntGrowY 36.95 0.40 3.7 -11.8 EqIndx 90.03 4.03 27.0 32.8
ValStraI 58.21 3.19 15.1 30.1 S&P500IdxA 66.88 2.99 26.6 31.6
CpInc n 10.33 0.17 11.6 12.8 FidSAIIntlIndxFd 14.54 -0.04 7.0 6.7 FrankTemp/Franklin C: ShtDur 9.72 0.02 5.2 6.4 IntlSmCoY 42.25 0.57 -0.7 -25.0 GrAdv r 42.99 2.35 32.3 26.4
Fidelity Advisor M: Mairs&Power:
DisEq n 75.14 4.00 28.5 23.8 IntlValIdx 9.98 -0.04 7.0 18.6 DynaTech C 140.67 8.43 31.8 2.6 TotRBdA 9.15 0.06 3.0 -6.4 RocMuniY 15.25 0.06 2.3 -2.7 GvBd 9.52 0.06 2.1 -6.5
EqGr 21.73 0.89 32.2 30.5 HighYld 6.59 0.04 8.7 8.9 MairsPwrBal n 113.39 3.29 13.2 10.3
DivGrowK 40.14 2.00 31.1 38.0 LowDurationInc 10.17 0.00 4.8 11.5 Income C 2.48 0.03 9.5 13.6 Hartford Funds C: Sel40Y 9.39 NA NA NA
GrOppM 175.12 9.46 39.0 14.4 IntlEq 19.86 0.01 5.2 -1.1 MairsPwrGr n 182.05 8.02 24.3 25.7
DivGth n 40.21 2.00 31.0 37.6 Muni Inc 9.91 0.03 2.0 -0.7 RisDv C 99.44 3.51 15.1 15.2 Ivy Funds:
NwInsghtM 40.71 1.78 35.4 30.1 Bal IncC 14.95 0.29 8.5 4.8 Marsico Funds:
DivIntl n 45.64 0.46 11.1 -2.2 SAIEmgMktLoVolIx 11.86 0.07 8.4 9.8 FrankTemp/Franklin R: InvConGw 12.98 0.20 8.7 4.7
Fidelity Advisor Z: Hartford Funds I: AssetStrA p 23.19 0.53 16.9 16.4
DivIntl K6 15.08 0.15 11.1 -1.5 SAIInflaFocFd 86.32 0.66 5.0 -3.0 FrkDynTchR6 188.65 11.34 33.0 6.0 InvGrwth 27.70 0.93 19.0 18.6 Focus pn 31.29 1.81 41.3 33.1
AdvIntlSmCpZ 32.57 0.29 3.3 0.4 BalIncI 15.23 0.29 9.4 7.9 BalancedA p 24.23 0.82 19.0 16.1
DivIntlK 45.57 0.47 11.2 -1.9 ShortTermBd 9.70 0.00 4.1 5.4 FrkGrthR6 152.47 6.13 23.4 18.0 LgCapVal 22.63 1.03 21.5 34.1 Mass Mutual:
AssetManager50% 21.24 0.44 10.6 5.7 DivGthI 37.58 0.95 16.7 25.0 CoreEqA t 19.86 0.93 30.8 34.9
DivStkO n 41.59 2.12 30.3 33.4 TotalBd 9.05 0.06 3.7 -3.2 FrkIncR6 2.42 0.03 10.0 15.9 LgCpGwth 80.73 3.95 34.2 32.5 SelBluChipGroClI 23.77 1.27 34.4 28.9
AssetMngr85 27.94 0.83 15.8 11.0 EmrgMktEqInv 17.63 0.17 12.9 -9.2 GlGrFundClA p 37.76 1.16 21.0 17.5
Emerg Asia n 50.75 1.02 27.0 -11.2 TxFreeBd 10.08 0.03 1.9 0.1 FrkRisDivR6 101.65 3.61 16.2 19.0 MdCpGrw 55.34 3.94 18.7 0.3 MassMutual Premier:
AsstMngr70 29.20 0.76 13.5 8.9 EqIncI 22.48 0.67 15.4 25.9 HiIncA p 6.14 0.06 7.3 6.5
EmrgMktK 40.84 0.71 14.2 -8.7 U.S.TreBdIdx 8.76 0.04 1.5 -7.9 FrkSmCpGrR6 29.07 2.37 20.1 -2.9 MdCpVal 42.06 1.95 19.3 21.9
CorporateBond 10.60 0.12 4.2 -5.9 GrowOppI 64.99 3.33 39.2 15.1 HiIncI r 6.14 0.06 7.5 7.2 CoreBdI 9.08 NA NA NA
EmrgMktsDebt 8.05 0.08 8.8 3.6 USMomentumIdx 17.64 0.89 36.4 28.5 FrankTemp/Mutual A&B: MidCapEq 69.06 3.75 18.9 13.1
EmMkt Z 33.04 0.45 16.1 -1.8 InterValue 18.97 -0.06 7.5 21.6 IntlCorEqI r 21.48 0.08 7.5 4.5 MassMutual Select:
EmrMkt n 40.80 0.71 14.1 -9.1 USValueIndex 12.75 0.52 21.3 35.0 MtgBckd 10.18 0.08 3.3 -2.2
FloatRateHighInc 9.29 0.02 7.4 20.5 Beacn A 17.26 0.39 12.3 13.9 IntlAlphaInv 18.27 -0.08 9.7 1.4 LgCpGwthA p 37.62 1.70 26.2 28.7 IdxEqI 19.38 NA NA NA
Eq Inc n 80.12 2.60 20.7 27.7 Fidelity Selects: ShtDurBnd 10.81 0.01 4.4 5.7
GrOpp 201.68 10.93 39.7 16.5 Shares A 28.31 1.13 17.7 23.0 MidCap 29.81 1.89 10.9 -6.0 LgCpGwthl r 41.42 1.87 26.5 29.8 MCGrEqIII 22.84 1.07 15.4 1.9
EqDivIncm n 31.33 0.83 17.4 31.8 Biotech n 22.47 0.99 26.5 6.1 SmCap 63.37 4.14 17.3 7.3
IntCpAp 33.50 0.55 12.4 3.4 FrankTemp/Temp A: MunOpptI 8.36 0.02 2.7 0.0 MidCapI 33.22 1.78 9.4 -11.7 MCpGrEqIIS 22.30 1.05 15.3 1.6
EqIncK 80.05 2.61 20.7 28.0 Broker n 185.38 13.26 37.6 40.6 SmCapGrw 22.41 1.63 20.4 -17.1
InvestGradeBd 7.21 0.05 2.6 -5.6 DvMk A 20.08 0.14 12.9 -5.4 StrInc 7.95 0.05 7.9 2.8 MdCpGwthA p 28.72 1.53 9.2 -12.5 Matthews Asian Funds:
Fidel n 97.04 4.31 30.3 29.9 Comp n 114.42 4.36 21.5 23.1 USEquity 27.27 1.32 28.8 34.0
NewMktsIncFdZ 12.87 0.15 7.9 3.0 Frgn A 8.23 -0.07 2.5 12.6 WorldBond 10.13 0.02 3.5 3.2 ScTechA p 61.45 2.86 34.0 26.1
FltRateHi n 9.30 0.03 7.3 20.4 ConStap n 96.32 0.66 6.7 16.3 USLgCpCorPls 23.23 1.07 33.6 43.3 IndiaInv nr 29.49 -0.47 NA NA
RE Income 12.23 0.13 9.8 4.3 GlBond A 6.93 0.07 -6.9 -10.5 Hartford Funds Y: ScTechI r 80.89 3.76 34.3 26.9
FocsdStk n 43.22 2.37 42.7 32.7 CstHou n 133.99 6.88 25.9 38.2 USRechEnhEq 46.98 2.05 27.9 36.7 Metropolitan West:
SmallCapValue 21.99 1.57 16.4 16.5 FournOne n 62.04 1.74 16.0 12.3 GlSmCo A 10.17 0.27 8.3 -7.8 IntlValY 19.46 -0.06 7.5 21.7 ValAdv 43.37 1.82 22.1 28.6
DfAero n 20.27 1.26 21.9 43.6 J IntmBdI 9.38 NA NA NA
StkSelAllCap 84.15 3.99 22.5 24.3 GNMA n 10.13 0.07 1.8 -5.2 Growth A 28.06 0.68 9.8 13.6 IntOppY 20.12 0.17 11.6 -0.8 JPMorgan Inst Class:
Energy n 61.34 3.53 10.6 71.1 LowDurBdI 8.34 NA NA NA
StrgInc 11.75 0.10 6.7 3.8 GovtInc n 9.15 0.05 1.4 -8.1 World A 18.12 0.54 20.8 19.2 Hartford HLS Fds IA: Janus Henderson:
Gold n 28.19 -0.66 27.4 8.2 ValAdv L 43.45 1.82 22.3 29.2 TotRetBd n 9.05 NA NA NA
Fidelity Freedom: GroCo n 43.71 2.25 36.9 25.7 FrankTemp/Temp Adv:
Health n 32.07 1.18 15.2 2.1 Balanced 31.04 0.91 14.5 14.9 Balanced C 48.12 1.44 16.4 10.9 JPMorgan L Class: TotRetBdI 9.05 NA NA NA
2060 K6 15.29 0.46 18.3 14.8 GroInc n 65.35 2.80 26.2 41.2 GlBondAdv 6.89 0.07 -6.8 -9.9 CapApp 55.69 2.11 22.9 22.9 Balanced T n 48.90 1.47 17.2 13.5 TRBdPlan 8.47 NA NA NA
HlthCareSrvPt r n 127.64 5.11 -0.6 5.6 Fl EmMktEq L 32.33 0.36 8.7 -19.0
FAFree2045A 14.05 0.41 17.7 11.5 GrowCoK 43.98 2.27 37.1 26.0 Frost Family of Fund: DiscEqui 23.19 1.06 27.2 26.5 Contrarian T n 32.76 1.91 26.4 17.9 UnconstrBdI 10.34 NA NA NA
Insur n 99.23 4.47 33.8 63.6 MdCpVal L 42.93 2.00 19.4 22.5
FF2010 n 14.52 0.18 6.9 0.9 GrowIncK 65.27 2.79 26.3 41.5 FrTRInst 9.83 0.07 7.1 10.6 Div&Grwth 25.04 0.64 17.0 25.1 Enterprise Inst 87.03 3.71 19.4 18.1 MFS Funds:
ITSvs n 67.19 3.42 14.6 -4.3 JPMorgan R Class:
FF2015 n 11.98 0.18 8.3 1.7 GrStrt n 75.25 7.78 33.4 16.2 IntlOpp 16.63 0.14 11.5 -1.2 Enterprise T n 153.43 6.39 18.9 17.1
Leisr n 22.26 0.99 22.7 34.3 CoreBond 10.27 0.07 3.1 -4.7 IIE 35.61 0.00 8.1 8.6
FF2020 n 15.20 0.27 9.8 2.6 GwthDiscovery n 65.09 2.65 32.8 32.7 G MidCap 29.61 1.87 10.9 -6.0 GlbEqIncA 6.23 0.00 8.7 14.7
MdTchDevis n 68.73 1.94 13.2 -15.1 CorePlusBd 7.24 0.06 3.9 -4.0 MFS Funds Class A:
FF2025 n 14.43 0.30 11.0 4.0 HighInc n 7.97 0.05 9.6 7.2 Stock 105.66 2.19 12.7 19.1 GlbResch T nr 120.00 4.33 26.3 25.7
Multimedia n 112.52 3.16 31.5 20.5 HighYld r 6.60 0.05 8.8 9.6 AgGrAIA 32.26 0.91 15.8 10.8
FF2025A 13.37 0.27 10.8 2.5 IntBd n 10.14 0.03 3.4 -0.8 Gabelli Funds:
Pharm n 28.03 -0.03 19.7 34.0 TotRetBd 9.53 0.08 3.2 -5.6 GblResh Inst 74.50 2.69 26.5 26.5 MtgBckd 10.17 0.07 3.3 -1.9
FF2030 n 18.51 0.41 12.2 5.8 IntlCapiApp K6 17.21 0.29 12.5 3.6 Asset p n 54.64 NA NA NA CoEqyA 56.08 2.49 23.4 26.2
Retail n 21.14 0.79 20.4 4.8 Heartland Funds: GlbSel T n 20.52 0.74 21.6 25.2 ShtDurBnd 10.82 0.02 4.6 6.0
FF2035 n 16.53 0.41 14.3 8.6 IntlDisc n 50.94 0.57 14.8 -4.8 GabelliAsstFdClI 54.51 NA NA NA GlEqA 50.72 0.45 9.4 2.3
Semiconductors r n 36.42 2.52 50.2 81.0 Val Inv n 54.09 3.27 20.2 22.5 GlLifeSci T nr 79.51 1.25 15.7 18.3 SmCpVal 31.46 2.38 17.6 10.7
FF2035A 15.48 0.37 14.0 6.7 IntlGrRet n 20.92 0.39 9.2 0.1 SmCapG n 46.31 3.02 18.0 23.9 GlTotA 18.17 0.18 7.8 5.7
Softwr n 29.52 1.70 8.7 11.1 Hennessy Funds: GlTech T nr 69.59 3.25 34.6 23.8 USEqR5 27.36 1.32 28.9 34.6
FF2040 n 12.21 0.35 16.9 12.3 IntlScOpps n 21.18 0.26 6.1 -13.3 SmCpGrwI 48.43 3.17 NA NA GrowthA 208.27 10.26 32.1 21.8
Tech n 38.35 2.04 34.5 32.7 CorMidCap30Inst 29.74 1.79 43.0 84.8 Grw&Inc T n 80.46 2.99 17.5 22.1 USRechEnhEq 46.91 2.05 28.1 37.1
FF2040A 17.55 0.49 16.7 10.1 IntlSmCap n 32.36 0.28 3.2 0.0 Util A p 5.63 0.13 NA NA IntlVA 41.55 -0.05 11.2 0.8
UtilGr n 127.04 3.80 32.3 48.2 Homestead Funds: MdCpVal T n 18.05 0.79 19.6 27.7 JPMorgan R5 Class:
FF2045 n 14.22 0.43 18.0 13.8 IntlVal n 10.82 0.07 10.2 19.4 Gartmore Funds: LtdMA 5.85 0.01 4.7 5.8
Fidelity Series: Resh T n 89.18 4.28 35.4 33.1
FF2050 n 14.40 0.44 18.0 13.8 IntMu n 10.10 0.03 1.4 0.6 Value n 57.18 2.08 19.3 27.4 SR2030 R5 19.94 0.45 12.8 8.2 MCapA 31.44 1.78 17.6 0.8
Canada 16.62 0.40 13.1 20.9 NationwideInstSv 34.65 1.46 23.8 26.3 Venture T n 91.81 6.00 20.6 -0.2
FidFree2065 14.02 0.42 18.3 14.8 InvGB n 7.20 0.05 2.7 -5.8 Hotchkis and Wiley: SR2040 R5 23.36 0.64 16.6 13.3 MCapValA 35.84 1.43 20.1 25.1
FASeriesEqGroFd 20.76 0.87 33.8 36.7 Gateway: Jensen I :
FrdmBlen2025 K6 11.48 0.24 10.9 3.6 InvGrBd 10.04 0.07 3.1 -4.3 HiYldI 10.69 0.06 7.3 9.5 JPMorgPrm: MIGA 46.61 1.43 18.5 21.9
IntMuni Z 10.12 0.03 1.4 0.7 GatewayA 46.79 1.26 16.2 17.3 Jensen I 67.03 2.26 14.1 17.6 MITA 41.69 1.58 22.8 23.1
Free2055 n 16.66 0.50 17.9 13.8 LargeCap n 56.95 2.50 29.6 44.9 SmCpVal 84.79 4.30 11.1 29.1 USEquity L 27.35 1.32 29.0 34.7
Free2060InstPrem 18.94 0.55 17.2 14.0 FidelityAdviAsset: GE Elfun/S&S: JensenQualGrJ n: MuHiA 7.56 0.01 7.3 -1.2
LevCoSt n 41.07 2.56 32.2 27.7
Free2060Investor 18.94 0.55 17.2 13.9 LmtTrmMuniIncm n 10.42 0.02 2.3 1.6 ADVAssetMan60 16.34 0.38 11.9 6.7 Tax Ex n 10.04 0.03 1.2 -1.9 I JensenQualGrJ n 67.12 2.27 13.9 16.8 L MuInA 8.26 0.02 3.5 -1.3
Freedom2010 K 14.51 0.18 6.9 1.0 LowP n 44.82 1.85 13.0 22.3 First Eagle Funds: Trusts n 99.43 4.13 29.9 37.9 JHF III DispVal: MuLtdA 7.98 0.01 2.8 1.8
Freedom2015 K 11.97 0.18 8.3 2.0 LowPriStkK 44.75 1.85 13.0 22.6 GlbA 74.13 0.96 17.5 22.6 GMO Trust Class III: IFP US Equity Fund: DispVal 28.59 1.52 23.0 35.3 Laudus Funds: NewDA 26.48 1.49 12.8 -20.5
 48 BARRON’S November 11, 2024

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
ReInA 23.74 -0.08 7.1 -1.9 Old Westbury Fds: PIMCO Funds Instl: Stock r nr 41.17 1.48 17.4 25.5 AmShD n 44.46 1.95 24.0 27.0 Tweedy Browne Fds: Explr n 129.68 8.17 16.8 2.5 TtlWrldIxInst p 247.82 7.97 19.5 18.5
ResBdA 9.54 0.07 3.3 -5.4 AlCpCore n 28.87 1.44 25.2 23.2 ComPLUSStrtgyFd 6.78 NA NA NA Principal Investors: Shelton Funds: GblValue n 28.83 0.15 5.4 9.4 EXPValFd n 52.04 3.47 20.9 18.0 TxMCaInst r 153.56 7.27 26.2 30.4
RschA 64.94 2.56 21.7 24.4 CreditIncomeFd n 8.08 0.09 3.9 -7.7 DynamicBd 9.98 0.07 6.4 6.1 CapApprA p 85.34 4.30 28.7 36.6 CoreVal n 17.97 0.53 19.9 27.7 FTAlWldInAdml n 37.59 0.15 9.3 4.6 TxMSCInst r 101.13 8.05 16.1 8.4
TechA 70.89 3.99 35.8 26.0 FixInc pn 10.12 0.04 2.3 -2.2 GNMAGvtSec 9.33 0.09 2.7 -5.4 EqIncIA p 44.74 1.68 20.5 20.7 SmeadFds: U GlbCapCyl Inv nr 13.81 0.03 12.9 35.1 ValueInst 69.70 2.54 21.7 32.8
TotRA 20.89 0.47 11.4 11.3 LrgCpStr n 21.40 0.76 23.3 12.9 IncomeFd 10.63 0.10 5.5 6.3 FlIncA p 12.34 0.21 7.9 1.2 SmeadValueInstl 85.07 2.89 11.6 25.1 GlbEq n 38.36 0.96 17.5 8.5 Victory Funds:
UtilA 23.86 0.11 15.8 20.1 InflRespMulAsset 8.41 NA NA NA Ultimus: GloMinVolFdAdm n 33.11 0.93 17.6 23.9 EstValA 53.43 2.17 16.0 24.6
MuniBd pn 11.50 0.04 0.5 -0.8 HiYld IN 8.22 0.05 6.9 7.8 Sprott Funds Trust:
ValueA 55.15 1.90 18.0 21.7 Sm&MdCapStrategi n 17.44 0.78 13.0 -6.9 Pioneer Funds A: InfPro IN 7.91 0.07 3.3 -5.9 LyricalUSVlEqI 27.71 1.23 21.0 27.8 GNMA n 9.23 0.08 1.7 -4.9 EstValI 53.49 2.18 16.3 25.8
GoldEq Inv p/r tn 56.82 -1.41 33.0 13.2 UM Funds: GroInc n 70.45 3.21 28.0 34.3
MFS Funds Class I: Optimum Funds Inst: CoreEqA 23.91 0.76 15.2 14.5 LgCpStA p 29.55 1.32 26.8 32.0 EstValR p p 52.38 2.13 15.8 23.9
SSgA Funds: HlthCare nr 218.33 1.57 7.4 12.3
BondI 12.45 0.13 4.2 -5.6 Fixed Inc 8.41 0.07 2.6 -7.0 DiscGrA 19.87 0.95 21.9 25.6 LgIndxI 29.59 1.32 27.0 32.9 BehavVal 91.69 4.59 15.0 28.4 SmCoOppI 54.43 4.17 12.4 14.3
SP500 n 283.67 12.71 27.0 33.0 HYCor nr 5.48 0.03 6.5 8.4
GrowthI 227.41 11.21 32.4 22.7 Intl Eqty 13.18 0.09 10.9 -2.3 MdCapVa 26.56 1.19 14.9 23.1 LgIndxJ tn 29.14 1.31 26.9 32.3 BehavValA t 88.39 4.42 14.6 27.0 Victory Port:
State Street Institu: InflaPro n 11.84 0.09 3.3 -5.8
MCapI 34.01 1.93 17.9 1.5 LgCpGrwth 26.35 1.40 31.6 17.2 PioFdA 46.61 2.11 28.2 32.7 LT2020 In 13.13 0.24 9.4 4.4 IntegSmCap R6 39.70 2.85 12.8 18.5
MCapValI 37.03 1.48 20.4 26.0 SelMCGrA 53.38 3.53 26.2 -3.5 LT2020J tn 13.02 0.24 9.4 3.9 SmCapEq (ICL) 20.13 1.45 17.1 9.1 V IntlExplr n 17.75 0.13 4.2 -16.1
LgCpVal 20.94 0.78 19.8 25.2 Market Neutral I 8.41 -0.01 -0.2 7.9
MIGI 48.71 1.50 18.8 22.9 Pioneer Funds Y: LT2030In 15.05 0.35 11.6 6.1 State Street V.I.S.: IntlGr n 36.08 -0.10 12.7 -16.9
SmCpGrwth 14.93 1.12 20.0 -7.0 VALIC: SSfnd 54.34 4.16 12.5 14.5
MITI 39.81 1.51 23.1 24.0 LT2030J tn 14.96 0.34 11.5 5.5 TR V.I.S. Cl 1 16.78 NA NA NA IntlVal n 42.67 0.14 5.7 6.1
SmCpVal 16.44 0.99 16.7 10.6 BondY 8.30 0.06 3.8 -5.2 VsycamoreFnd 53.52 2.18 16.3 26.0
ResBdI 9.54 0.08 3.4 -5.0 LT2040I 17.47 0.50 14.8 10.2 Sterling Capital Fds: CoreVal 13.03 0.41 17.6 25.2 ITIGrade n 8.70 0.08 4.1 -3.0
Osterweis Strat Income: PionFdY 47.66 2.16 28.5 33.9 Victory Portfolios I:
RschI 67.38 2.66 22.0 25.4 LT2040J tn 17.22 0.49 14.6 9.6 TotRetBdI 9.32 0.06 2.9 -6.2 GlobEq 6.71 0.08 17.4 -3.4 ITTsry n 9.83 0.02 1.8 -5.4
OsterweisStrInc n 11.21 0.05 7.2 13.1 StratIncY p p 9.61 0.05 5.5 -0.5 500Indx Reward n 76.55 3.52 27.1 31.8
TotRI 20.89 0.47 11.7 12.2 LT2050I 18.65 0.60 17.0 13.3 IntlEq 8.35 0.00 6.6 5.0 LifeCon n 21.79 0.37 9.0 3.6
ShortTermIncY 8.87 0.00 5.5 9.0 CapGr n 14.68 0.46 21.1 25.7
ValueI 55.56 1.92 18.3 22.6 MdValI In 19.31 0.85 18.1 24.4 T LgCpGro 21.54 0.66 18.3 21.7 LifeGro n 47.48 1.27 15.7 12.8
PQ Price Funds: CorePlusInterR6 9.19 0.05 3.6 -2.8
Mondrian: MidCpBldA 46.05 2.51 25.4 19.7 MdCpStGr 21.35 1.52 24.9 13.3 LifeInc n 15.68 0.18 5.6 -1.1
2050RetFd n 19.97 0.62 18.2 13.2 TCW Funds: LifeMod n 33.82 0.74 12.3 8.2 CrnrsMod n 15.89 0.25 9.6 5.2
PACE Funds Cl P: PreSecI 9.30 0.05 10.1 4.2 MidCpIdx 29.39 1.74 19.7 17.7
IntlValEq n 15.74 -0.06 8.0 12.4 Balnanced n 28.40 0.65 14.3 11.0 CrnstModAggr n 28.65 0.53 11.2 7.7
PtrLGI In 22.05 1.06 26.8 14.9 CoreFxInc n 9.67 NA NA NA SciTech 32.64 1.81 32.4 18.6 LTIGrade n 7.88 0.16 1.0 -19.0
Morgan Stanley Inst: IntlEqty P 18.66 0.07 9.4 10.6 BlChip n 202.98 9.70 35.9 20.2 ExtMktIn n 24.61 1.63 18.1 5.1
PtrLV In 21.57 0.82 19.8 25.5 EmMktInc n 6.65 NA NA NA SmCpIdx 17.64 1.40 19.4 1.4 LTTsry n 8.27 0.13 -2.5 -29.4
CapGrI 50.23 3.38 30.7 -34.5 lcGEqty P 20.23 0.91 28.4 23.2 Communica&Tech n 163.75 7.39 37.0 4.9 GovSecFd INSTL 8.81 0.04 2.4 -2.0
RealEstSecI 30.38 0.78 11.4 0.5 TotRetBondI n 7.87 NA NA NA StckIdx 60.56 2.71 26.9 32.4 MATxEx n 10.16 0.03 1.9 -1.8
CapGrP p 44.89 3.02 30.5 -35.0 lcVEqty P 23.05 0.82 18.5 29.9 DivGro n 83.04 2.95 18.1 24.4 Gr&Inc n 28.82 1.20 24.9 29.8
SAMBalA p 17.48 0.51 14.7 10.2 Templeton Advisor: ValUltra 17.38 0.92 32.3 21.0 MidCpGro pn 28.22 1.87 21.3 -1.1
GloFranI t 38.39 0.68 11.7 12.0 Palmer Square: DvsfMCGr n 50.92 4.43 27.8 10.8 Gr&TxStr n 28.33 0.73 14.9 13.5
SAMGrA p 21.06 0.73 17.9 14.1 Frng Adv 8.08 -0.07 2.7 13.4 VANGUARD ADMIRAL: MuHY n 10.73 0.03 3.4 -0.5
InsightA p 34.38 2.52 30.3 -36.7 Income Plus 10.11 0.01 6.0 14.4 EmMktS n 35.82 0.37 3.4 -23.8 MuInt n 13.63 0.04 1.7 0.6 Grwth n 42.15 2.33 32.0 27.0
IntlEqI 14.35 -0.08 5.7 3.3 Parnassus Fds: SmCpBldIN 30.84 1.97 13.8 -2.6 Third Avenue: 400MCpIdxInst445.19 26.33 20.0 18.8 HiIncm n 6.93 0.03 6.7 7.7
EqInc n 38.91 1.12 17.2 25.2 MuLong n 10.90 0.04 2.0 -1.1
MorganStanleyPathway: StrGrw A p 24.61 0.94 20.0 16.8 ValueInst 67.51 NA NA NA 500Adml n 553.8624.80 27.1 33.5 Inco n 11.58 0.10 4.2 -3.8
ParnEqFd n 66.86 2.59 21.6 26.4 EqIndex n 157.85 7.06 27.0 32.9 MuLtd n 10.88 0.02 2.6 3.7
ProFunds Inv Class: Thompson IM: BalAdml n 50.87 1.68 16.4 13.5 IncStk n 21.60 0.76 19.6 32.3
CoreFxIcm n 6.80 0.05 1.7 -8.7 Parnsus n 64.23 2.71 15.6 0.1 FinSvcs n 46.98 2.60 32.9 32.7 OHLTte n 11.71 0.05 2.2 -1.9
GlbStk n 68.16 1.88 19.0 1.5 UltNASDAQ-100 n 117.14 11.52 45.0 21.7 Bond n 10.40 0.04 10.2 9.1 CAITAdml n 11.40 0.03 1.8 0.9 Intl n 28.24 0.02 8.7 4.7
LgCapEq n 27.35 1.24 24.7 23.7 Pear Tree: Primcp nr 178.73 7.17 18.4 26.2
GlbTech n 20.97 0.99 33.8 -18.4 Putnam Funds: Thornburg Fds: CALTAdml n 11.50 0.04 2.2 -0.5 IntmTerm n 12.59 0.03 2.5 -0.1
Munder Funds: ForeignVal I r 24.10 0.30 4.9 3.4 PrmcpCor n 37.42 1.44 17.9 26.1
GMS-fd n 10.07 0.01 4.8 -0.9 GrOpp R6 77.95 3.82 31.7 31.7 CapOpAdml nr 212.39 9.67 18.5 18.8 LgTerm n 12.23 0.09 3.6 -1.8
MndrIntlSmCpInv r 15.75 0.13 8.6 -6.8 PearValSCapInst 16.10 0.11 2.7 3.4 IncBuildA t 26.20 0.05 13.7 25.4 SelValu nr 32.81 1.33 13.5 30.8
Growth n 111.83 4.92 29.1 8.9 Putnam Funds Class A: CoDilxAd n 188.24 12.90 20.2 6.3 Nasdaq100 n 53.00 2.73 26.0 30.8
Mutual Series: Perm Port Funds: IntVal I 28.99 0.15 15.9 8.8 STAR n 29.72 0.70 11.7 5.0
HelSci n 99.55 3.14 13.3 -0.3 CoStIxAd nr 106.53 1.83 15.2 23.2 Nasdaq100InINSTL 53.05 2.73 25.9 30.8
BeacnZ 17.54 0.40 12.6 14.8 Permanent n 63.25 1.46 23.5 29.1 CATx p 7.39 0.01 2.7 -1.0 LtdTIncI 12.96 0.03 4.7 3.3 STIGrade n 10.34 0.03 4.6 4.1
HiYield n 5.97 0.03 6.6 8.0 DivAppIdxAdm n 55.09 2.17 20.8 28.6 ntTerBd n 9.19 0.06 3.5 -3.4
GlbDiscA 31.78 0.43 8.2 22.7 PGIM Funds Cl A: DynAABalA 17.72 0.52 18.0 16.2 LtdTMu I 13.54 0.02 1.7 1.2 StratgcEq n 42.36 2.71 23.3 28.2
InstFLRfd r 9.48 0.02 7.8 20.8 EMAdmr n 39.12 0.34 15.3 0.7 S&PIdx n 76.49 3.52 27.1 31.4
GlbDiscz 32.82 0.44 8.4 23.7 DynAAGthA 22.00 0.73 21.5 21.0 Thrivent Funds A: StrSmCpEqInv n 45.97 3.52 22.8 26.4
Balanced 18.73 0.49 15.2 12.7 InstHiYld 7.90 0.04 6.7 8.6 EnergyAd nr 65.57 4.23 14.5 76.0 SciTech n 31.08 2.45 33.7 -4.6
QuestZ 15.31 0.37 11.9 15.3 PutLargCap p 38.44 1.51 25.6 40.6 LgCpStk 30.49 0.94 18.1 14.4 TgtRe2020 n 29.30 0.46 9.0 4.6
HighYield 4.84 0.02 8.2 6.9 LgCapGow I 86.77 3.79 31.9 23.6 EnergyAdml nr 97.16 2.97 15.6 55.9 ShtT n 10.21 0.01 3.1 3.3
SharesZ 28.81 1.15 17.9 23.9 PutFocIntEq p 15.46 0.10 5.9 -0.8 MidCapStk 33.17 1.69 14.8 5.7 TgtRe2025 n 20.43 0.40 11.2 6.8
JennBlend 28.00 1.57 25.4 15.0 InstLCCoreGr 81.57 3.89 36.1 20.9 EqIncAdml n 98.14 3.38 18.9 30.9 ShtTBdA n 9.08 0.01 5.5 8.8
GeorgePutBal 27.00 0.87 18.9 18.7 MuniBd 10.29 0.03 2.2 -2.3 TgtRe2030 n 39.96 0.88 12.6 8.6
JennFocGrowth 26.71 1.19 31.6 7.2 LgCpVal 26.37 0.84 17.5 23.2 EuropeAdml n 83.19 -1.07 5.5 5.1 TarRet2030 n 13.14 0.27 11.8 10.4
N GlbHlthCare p 64.10 0.38 11.0 17.9 Thrivent Funds S: TgtRe2035 n 25.21 0.60 14.0 10.4
JennGrowth 66.12 3.16 29.3 14.9 InstSmCap 31.34 2.16 17.7 0.6 ExplrAdml n 120.67 7.60 16.9 2.8 TarRet2040 n 13.86 0.37 14.8 14.1
GrOpp p p 71.59 3.51 31.3 30.4 LgCpVal n 32.90 1.14 18.4 28.4 TgtRe2040 n 45.29 1.17 15.2 12.3
JennHealthSci 42.37 1.23 17.1 15.2 IntDis n 67.78 0.74 7.6 -17.5 ExtndAdml n 150.29 10.86 21.6 3.0 TarRet2050 n 14.60 0.44 16.4 15.8
Natixis Funds: StDurInc 10.12 0.00 4.8 11.9 TgtRe2045 n 31.06 0.86 16.5 14.1
JennMidCapGrowth 16.55 0.96 15.6 0.9 IntEqIdx nr 16.66 -0.04 6.8 5.9 MidCapStk n 39.34 2.01 15.1 6.5 FinIxdAd nr 60.40 3.65 32.5 28.3 TarRetIncm n 11.06 0.15 8.5 7.6
InvGradeBdA p 9.88 0.07 3.3 -2.5 SustainLdrsFd p 136.78 4.17 26.3 21.3 OppIncmPl n 9.11 0.06 5.5 2.7 TgtRe2050 n 52.18 1.51 17.4 15.5
JennUtility 16.71 0.49 30.7 32.0 IntlStk n 20.58 0.06 7.7 0.7 GNMAAdml n 9.23 0.08 1.8 -4.6 ValueFd n 22.10 0.88 21.0 32.1
InvGradeBdY 9.89 0.07 3.6 -1.7 Putnam Funds Class Y: TIAA-CREF/Instl Cl: TgtRe2060 n 53.65 1.55 17.4 15.5
ShrtTermCorpBond 10.62 0.03 4.6 3.7 MCapVal n 37.80 1.40 21.2 37.1 GroIncAdml n 114.99 5.23 28.1 34.7 VicAggFnd n 70.50 3.92 34.1 23.3
LSGrowthY 30.70 1.85 32.2 40.1 GrOpp Y 76.94 3.77 31.6 31.4 TgtRet2055 n 58.23 1.69 17.4 15.5
TotalReturnBond p 12.01 NA NA NA MCEqGr 71.41 2.94 13.5 3.6 CoreBond Inst 9.17 0.07 3.6 -4.9 GrwthAdml n 209.84 11.15 31.6 28.9 SustWld n 32.41 1.00 21.8 20.3
USEqOppsA 46.45 2.58 26.5 31.3 PutLargCap 38.46 1.51 25.9 41.7 TgtRetInc n 13.75 0.19 7.6 3.5
PGIM Funds Cl Z: MD Bond n 10.12 0.02 2.8 -0.4 CorePlsBd 9.21 0.07 4.0 -4.0 HltClxAd nr 138.71 2.75 11.8 11.4 CorePlus INSTL 9.19 0.05 3.6 -3.2
USGro n 74.25 3.96 31.1 7.4
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Neuberger Berman Fds: ShtDurBd 9.88 0.01 5.0 7.0 HlthCareAdml nr 92.08 0.66 7.5 12.5
HighYield 4.85 0.02 8.4 7.5 MidCap n 113.26 4.59 13.2 3.7 TIAA-CREF/Retail Cl: WellsI n 26.28 0.48 8.2 5.6 Income Fund INST 11.57 0.09 4.3 -3.7
EqIncInst 14.70 0.55 18.2 21.5 SmCapGr 85.60 6.42 35.0 10.7 HYCorAdml nr 5.48 0.03 6.6 8.7
JennGrowth 75.90 3.63 29.6 15.9 N Asia n 17.60 0.11 11.3 -16.5 EqIdx 43.27 2.09 26.0 27.5 Welltn n 47.33 1.56 16.3 15.6 IncStkFd Instl 21.56 0.76 19.6 32.4
GenesInst 72.96 5.40 19.4 10.0 StDurInc 10.13 0.00 4.9 12.3 InfProAd n 23.24 0.17 3.3 -5.5
JennHealthSci 52.76 1.52 17.4 16.1 N Inc n 7.99 0.06 2.3 -8.7 Gro&Inc 28.93 1.26 31.5 35.0 Wndsr n 24.34 0.83 14.5 27.8 IntlFd INSTL 28.14 0.02 8.7 4.9
IntrinsicValInst 22.09 NA NA NA NAmer n 81.71 3.65 27.8 28.0 InfTechIdx n 319.71 19.33 29.7 41.6 Short-Term INSTL 9.08 0.01 5.7 9.2
TotalReturnBond 11.97 NA NA NA R LrgCpGro 29.95 1.43 27.5 21.1 WndsrII n 50.32 1.66 18.3 24.6
LCVal Inst 48.27 1.24 17.0 12.2 New Era n 42.00 1.73 12.8 21.3 IntlGrAdml n 114.83 -0.30 12.8 -16.6 Virtus Equity Trust:
PIMCO Fds Admin: MgdAlloc 13.05 0.28 12.6 7.0 VANGUARD INDEX FDS:
LgShInst 18.67 0.25 7.0 12.3 NHoriz n 63.41 4.46 12.8 -22.5 RiverNorth Funds: SocChEq 27.26 1.41 23.7 23.7 ITBondAdml n 10.28 0.06 2.4 -6.1
TotRtAd p 8.61 0.08 3.2 -6.5 500 553.89 24.79 27.0 33.1 SmCapSusI 39.20 3.07 18.1 -7.2
MidCapGroR6 19.18 NA NA NA OverS SF nr 13.22 -0.01 6.0 2.7 TIAA/CREF Funds: ITCorpIx n 22.02 0.22 4.2 -3.0
PIMCO Fds Instl: RNDLIncomeI 8.88 NA NA NA EmgMktInstPl 98.97 0.88 15.4 0.9 VirtusFunds:
NeubCrBdInst 8.86 0.07 2.7 -6.4 QMUSSmCpGrEq n 50.53 3.61 23.2 10.9 ITIGradeAdml n 8.70 0.08 4.2 -2.7
StrIncInst 9.97 0.07 6.1 3.9 AllAsset 11.29 NA NA NA Royce Funds: BdIdxInst 9.63 0.07 2.4 -6.8 ExtndIstPl 370.88 26.81 21.6 3.1 CeredexMdCpVlEqI 13.58 0.75 15.1 12.0
SpectConsAllo n 20.32 0.35 10.2 5.4 EqIdxInst 42.51 2.05 26.3 28.5 ITsryAdml n 9.83 0.02 1.9 -5.1
SustainableEqIns 51.06 2.17 27.2 34.3 AllAssetAuth r 6.57 NA NA NA Oppty I nr 16.95 1.36 12.2 5.7 FTAIWdInPl 126.19 0.49 9.4 4.7 RCMGrowthA 91.26 NA NA NA
SpectModerAllo n 25.63 0.58 12.9 6.1 EqIdxRet 43.13 2.08 26.0 27.5 ITTresIdx n 19.78 0.05 1.7 -5.5
Neuberger Berman Inv: CommodtyRR 13.35 NA NA NA PAMut I nr 10.51 0.73 14.5 17.0 IdxIntl 19.97 0.08 8.9 3.4 RCMTechI 89.65 NA NA NA
SpectModerGwAllo n 42.64 1.19 16.0 8.0 Gr&IncInst 17.02 0.74 31.8 36.0 LarCapAd n 138.81 6.30 27.1 30.9
DivInc 9.74 0.09 6.4 0.9 PremierI nr 12.79 0.76 11.0 13.0 ITTresIdx Inst 24.55 0.07 1.7 -5.5 VirtusFunds Cl A:
Focus n 31.07 0.98 24.1 1.0 R2010 n 16.06 0.29 10.4 5.7 HgYldInst 8.86 0.05 7.7 10.2 LTGradeAdml n 7.88 0.16 1.1 -18.8
EmMktsBd 8.58 0.09 8.2 0.4 RS Funds: LTTresIdx Inst 24.80 0.41 -2.6 -29.0 RCMTech 62.26 NA NA NA
Genes n 72.71 5.37 19.3 9.5 R2015 n 13.32 0.25 10.8 6.3 IntlEqIdxInst 23.40 -0.05 7.0 6.7 LTsryAdml n 8.27 0.13 -2.4 -29.2
GlblBdOppUSH 9.54 0.05 3.8 5.2 CoreEqVIP 54.84 2.26 26.2 38.6 MdCpGrAdml n 112.81 7.32 19.9 1.8 VirtusFunds Cl I:
Guard n 30.85 1.25 23.5 26.4 R2020 n 19.79 0.39 11.3 6.7 LTTresIdx n 19.54 0.32 -2.6 -29.1
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

HiYld 8.10 0.05 6.8 7.8 Russell Funds S: IntlEqIdxRet 23.97 -0.05 6.8 5.9 MdCpVlAdml n 88.99 3.34 20.4 23.0
IntlEqInst r 13.69 0.14 10.1 -3.0 R2025 n 17.60 0.37 12.0 7.0 MatIdx nr 107.56 2.69 12.4 14.6 IntSmCapI 19.56 -0.05 7.0 -18.1
HiYldMuniBd 8.57 0.03 5.1 0.2 IntlEqInst 14.02 0.07 7.8 1.3 SmValAdml n 90.92 5.53 19.3 21.8
LCVal n 48.26 1.24 16.8 11.7 R2030 n 27.18 0.65 13.5 8.1 GblEq 11.01 0.32 18.8 21.6 MidCpAdml n 342.43 17.19 20.2 12.0 MulSStI 4.53 NA NA NA
IntlBdUSH 9.93 0.04 4.3 2.4 LC2025Ret 14.86 0.27 10.6 5.7 TotBd2 9.50 0.07 2.2 -6.8
Neuberger Berman Tr: R2035 n 22.20 0.59 15.3 9.8 IntlDvMkt 44.13 0.10 NA NA MrgBkdIdx n 18.37 0.19 2.3 -5.5 SmCpCorI 63.22 5.06 21.4 40.7
InvGrdCrBd 9.04 0.09 4.3 -5.1 LC2030Ret 15.85 0.32 11.9 7.1 TotIntlInstIdx r 133.60 0.56 9.0 3.6
Genes n 72.37 5.34 19.2 9.2 R2040 n 32.28 0.94 16.8 11.3 InvGrdBd 18.37 0.07 2.4 -8.9 MuHYAdml n 10.73 0.03 3.5 -0.2 Vivaldi Merger:
LgTrmCrdtBd 9.03 0.20 3.1 -16.8 LC2035Ret 17.07 0.38 13.4 9.1 TotItlInstPlId r 133.63 0.55 9.0 3.7
GenesisFdR6 72.94 5.39 19.5 10.3 Ret2025A p 17.43 0.36 11.8 6.2 StratBd 9.19 NA NA NA MuIntAdml n 13.63 0.04 1.8 0.8 Arbitrage Fund 11.15 0.02 4.9 11.2
LngDurTotRtrn 7.28 0.14 1.3 -21.6 LC2040Inst 11.74 0.29 15.4 12.5 TotSt 144.33 6.98 26.2 27.5
Nicholas Group: Ret2045 n 23.47 0.71 17.8 12.7 TaxExBd 21.95 0.00 NA NA MuLTAdml n 10.90 0.04 2.0 -0.9 Voya Fds:
LowDur 9.24 0.00 4.1 3.5 LC2040Ret 18.31 0.47 15.3 11.7 VANGUARD INSTL FDS:
Nch II I 36.97 1.79 12.8 11.2 Ret2045R 22.74 0.69 17.3 11.0 TMUSMdSmCp 44.69 NA NA NA MuLtdAdml n 10.88 0.02 2.6 4.0 InmdBdI 8.74 0.06 3.7 -5.3
LowDurInc r 8.11 0.06 6.8 10.2 LCIdx2020Inst 20.46 0.38 10.4 6.3 BalInst 50.88 1.68 16.4 13.5
Nich n 99.79 4.01 20.2 33.3 Ret2055 n 20.96 0.66 18.3 13.3 TxMngUSLgCp 87.23 3.83 23.8 25.5 MuShtAdml n 15.79 0.01 2.9 6.2 TRPGrEqI 98.88 4.46 29.2 9.2
LTUSG 14.32 0.25 -1.7 -28.0 LCIdx2025Inst 22.95 0.46 11.4 7.4 DevMktsIndInst 16.17 0.04 6.7 4.5
Northern Funds: RetBal Inc n 13.77 0.22 9.6 5.5 USSmCpEq 30.68 NA NA NA LCIdx2035Inst 28.15 0.69 14.2 11.3 NJLTAdml n 11.41 0.05 2.1 -0.3
ModDur 9.23 0.04 3.5 -0.2 Rydex Dynamic Fds: DevMktsInxInst 25.28 0.06 6.8 4.5 WXYZ
SciTec n 55.82 3.99 38.9 27.3 LCIdx2040Inst 30.68 0.84 16.1 14.3 NYLTAdml n 10.91 0.04 2.1 -0.8
BdIdx n 9.20 0.07 2.1 -6.7 MortgOppBd 9.28 0.03 5.2 5.2 EmMkInst r 29.75 0.26 15.3 0.8
Sht-Bd n 4.60 0.01 4.4 4.3 NasdaqStratH p 593.26 58.33 45.1 22.4 LCIdx2045Inst 32.34 0.95 17.4 15.9 PacifAdml n 93.23 1.61 5.7 0.7
EmMktsEqIdx nr 12.07 0.10 12.7 -5.0 MuniBd 9.47 0.03 3.2 0.6 EuroInst 35.48 -0.45 5.5 5.2 Wasatch:
SmCap n 61.32 4.12 17.9 2.1 Rydex Investor Class: LifeStkIdx 48.08 2.33 26.2 28.5 PALTAdml n 10.83 0.04 2.1 -0.9
GlbREIdx nr 10.18 NA NA NA RealRtnI 10.14 0.09 4.0 -4.7 ExDurTrsInst 22.13 0.60 -6.7 -42.7
SmCapStk n 68.21 4.70 17.6 0.2 NasdaqInv n 88.59 4.54 25.1 27.6 LrgCpGrIdxInst 68.50 3.72 NA NA PrmcpAdml nr 185.23 7.43 18.5 26.5 CoreGr n 105.35 8.13 22.1 7.5
HiYFxInc n 6.11 0.04 8.0 8.8 ShortT 9.66 0.00 5.4 11.6 ExtndInst 150.28 10.86 21.6 3.0
SpecGr n 28.07 1.08 20.8 17.1 LrgCpGrIdxRet 69.00 3.74 NA NA RealEstatAdml n 135.90 3.92 11.8 -1.8 SmCapGr n 43.52 3.70 20.3 -22.3
IntlEqIdx nr 14.79 -0.04 7.1 6.6 ShtAssetInv 9.95 0.00 5.1 11.5 FTAlWldIst r 119.16 0.46 9.4 4.7
SpecInc n 11.36 0.06 4.6 0.5 S LrgCpGrInst 30.18 1.43 27.8 22.0 S&PSC600Idx 462.46 36.64 16.0 8.1 UltraGr n 37.59 2.68 18.4 -23.8
IntTxExpt n 9.75 NA NA NA StcksPLUSIntlHdg r 8.54 0.08 NA NA FTScinst 41.11 1.94 27.3 28.4
SuMuInc n 11.32 0.03 3.0 -1.1 LrgCpVl IdxInst 27.64 1.06 20.0 24.8 SmCapAdml n 121.31 8.15 19.9 10.9 WCM:
MidCpIdx n 23.94 1.42 20.0 18.7 StkPlsLgDur 17.89 1.15 22.6 -9.8 Schwab Funds: GrwthInst 209.86 11.16 31.7 29.0
SuMuInt n 11.34 0.03 1.4 -0.7 LrgCpVl IdxRet 28.18 1.08 19.7 23.8 SmGthAdml n 101.99 7.68 20.5 -3.3 FcusEmgMk Inst 15.34 0.44 14.5 -22.5
SmCapIdx n 15.95 1.26 19.7 2.3 StksPLS 14.01 0.65 27.2 28.6 InPrSeIn 9.47 0.07 3.4 -5.4
TF Incom n 11.21 0.01 6.3 -1.0 1000 Inv nr 129.25 NA NA NA LrgCpVl Inst 24.06 0.83 20.5 28.9 STBondAdml n 10.15 0.01 3.4 2.0 FocInterGrFdInv 25.29 0.21 12.7 -8.7
SmCpVal n 22.29 1.75 14.4 15.3 StPlTRInst r 13.57 0.68 28.1 28.4 InstIdx 493.89 22.11 27.1 33.5
TF Incom n 9.47 0.02 2.7 -0.6 Balanced n 17.81 NA NA NA LrgCpVlRet 23.91 0.82 20.2 27.9 STCorpIx n 21.33 0.08 4.7 4.3 WCM Focus Funds:
StkIdx n 61.65 2.76 27.1 33.3 TotRetESG 7.66 0.06 3.2 -8.3 InstPlus 493.89 22.11 27.1 33.5
TFSI n 5.48 0.01 1.9 1.8 CoreEq n 25.46 NA NA NA MdCpVl Inst 19.99 1.07 21.4 23.7 STFedAdml n 10.15 0.01 3.7 1.9 WCMFocIntlGrwIns 25.71 0.22 13.0 -8.0
TxExpt n 9.53 NA NA NA TotRt 8.61 0.08 3.5 -5.8 InstTStIdx 102.81 4.97 26.3 28.0
TotIndex n 64.39 3.09 26.0 27.9 FunIntlLgInst nr 11.14 NA NA NA QuantSmCpEqInst 21.88 1.75 24.4 17.8 STIGradeAdml n 10.34 0.03 4.7 4.4 Weitz Funds:
Nuveen Cl A: TrndsMgdFutStrgy 9.98 NA NA NA InstTStPlus 102.79 4.97 26.3 28.0
U.S.EqResch n 59.67 2.68 28.2 37.3 FunUSLgInst nr 29.35 NA NA NA RealSecInst 19.21 0.57 11.7 -5.4 STIPSIxAdm n 24.51 0.07 4.6 6.5
AAMunBd p 10.17 0.03 2.7 -7.7 PIMCO Funds: ITBdInst 10.28 0.07 2.4 -6.0 CorPluInc Inst 9.64 NA NA NA
USLrgCpCore n 45.28 2.05 27.0 33.8 HlthCare n 27.89 NA NA NA S&P500IdxInst 66.15 2.96 27.1 33.4 STsryAdml n 9.82 -0.01 3.3 1.8
CAMunBd p 10.13 0.01 2.9 -3.8 StcksPLUSIntlHdg 8.39 0.08 NA NA ITBdInstPI 10.28 0.07 2.4 -6.0 ShtDurIncInst 11.98 NA NA NA
VABond n 11.28 0.04 2.7 -1.2 InflProSel n 10.26 NA NA NA S&P500IdxRet 65.54 2.93 26.8 32.5 STTresIdx n 19.42 0.00 3.4 3.2
HiYldMuBd p 14.69 NA NA NA PIMCO Funds A: LaCapInst 571.34 25.97 27.1 30.9 Western Asset:
Value n 50.88 1.89 21.3 20.9 IntI Sel nr 24.12 NA NA NA SmCpBl IdxInst 27.19 NA NA NA TotBdAdml n 9.63 0.07 2.3 -6.6
IntDMunBd p 8.83 0.02 2.0 -1.0 Price Funds - Adv Cl: LTBdInst 10.87 0.21 -0.4 -22.7 CoreBondI 10.58 NA NA NA
HiYldMuniBd 8.57 0.03 4.8 -0.7 IntlMstr nr 20.83 NA NA NA SmCpBl IdxRet 27.29 NA NA NA TotIntBdIdxAdm n 19.95 0.09 3.0 -2.9
LtdMnBd p 10.91 0.03 1.5 1.0 MidCpInst 75.64 3.79 20.2 12.0 CoreBondIS 10.59 NA NA NA
IncomeFd 10.63 0.10 5.2 5.0 BlChip p 196.34 9.37 35.6 19.3 MT AllEq n 25.87 NA NA NA SocChEqInst 31.93 1.66 NA NA TotIntlAdmIdx nr 33.41 0.14 9.0 3.6
Nuveen Cl I: MidCpIstPl 373.07 18.73 20.2 12.1 CorePlusBdA 9.27 NA NA NA
InvstGrCrBd 9.04 0.09 3.9 -6.3 CapAppA p 38.26 0.99 14.6 20.2 MT Gro n 28.57 NA NA NA SocChEqRet 32.53 1.69 23.7 23.8 TotStAdml n 144.36 6.97 26.3 27.9
HYMunBd 14.70 NA NA NA RealEstaInstl 21.03 0.60 11.8 -1.7 CorePlusBdI 9.26 NA NA NA
LowDurInc 8.11 0.06 6.5 8.9 Growth p 107.50 4.72 28.9 8.0 S&P Sel n 92.93 NA NA NA Tortoise Capital: TxMBal nr 45.90 1.17 13.2 14.9
Nuveen Cl R: Rs1000GrwIdxInst788.73 42.81 32.1 33.7 CorePlusBdIS 9.27 NA NA NA
MuniBdA 9.47 0.03 2.9 -0.3 R2020A p 19.54 0.38 11.1 5.9 SmCp Sel nr 38.66 NA NA NA TxMCapAdml n 309.07 14.62 26.1 30.3
TorMLPPipInsCl 19.57 1.42 42.9 85.6 Rs1000Vl IdxInst334.76 12.86 20.0 24.7 IntermTermMuniA 6.07 0.02 2.1 0.4
CAMunBd 10.13 0.01 3.1 -3.3 RealRtnA 10.14 0.09 3.7 -5.9 R2030A p 26.76 0.63 13.3 7.3 Trgt2030 nr 17.45 NA NA NA TxMIn nr 16.15 0.04 6.7 4.4
Touchstone Family Fd: Russ1000IdxInst527.11 24.67 26.7 30.2 IntermTermMuniI 6.07 0.02 2.4 0.9
IntDMunBd 8.86 0.02 2.1 -0.4 ShtTmA 9.66 0.00 5.2 10.8 R2035 21.99 0.59 15.0 9.0 Trgt2040 nr 19.34 NA NA NA TxMSC nr 100.90 8.03 16.1 8.3
FlexIncY 10.43 0.06 5.4 4.5 Russ3000Idx 514.7024.92 26.3 28.3 ManagedMuniA 15.06 0.05 2.7 -1.0
LmtTrmR 10.86 0.02 1.6 1.6 TotRetA 8.61 0.08 3.2 -6.8 R2040A p 31.79 0.92 16.5 10.5 TSM Sel nr 102.30 NA NA NA USGroAdml n 192.52 10.29 31.2 7.8
FocEqY 76.33 2.72 21.1 23.0 SmCapInst 121.30 8.14 19.9 10.9 ManagedMuniI 15.08 0.05 2.7 -0.4
Nuveen Fds: PIMCO Funds C: Ret2045-A p 23.19 0.71 17.6 11.9 USSmCoIdx nr 18.99 NA NA NA UtilIxAd nr 85.70 1.30 27.6 29.6
MdCpGrwY 42.83 3.52 19.2 7.3 SmCapIstPl 350.13 23.52 19.9 10.9 SMAShCrPlCp n 5.90 NA NA NA
RealEst 16.86 0.46 12.3 0.8 IncomeFd 10.63 0.10 4.5 2.7 Ret2050-A p 19.65 0.61 17.9 12.4 SEI Portfolios: ValAdml n 69.70 2.53 21.7 32.8
Touchstone Funds Gro: SmGthInst 81.67 6.14 20.5 -3.3 SmashSerC n 9.20 0.20 2.3 11.2
PIMCO Funds I2: Price Funds - R Cl: CoreFxIn F 9.53 0.07 1.9 -9.0 WdsrllAdml n 89.27 2.94 18.4 24.9 SmValInst 50.82 3.09 19.3 21.8
O MdCpY 59.84 2.56 14.8 23.5 SmashSerM n 7.59 NA NA NA
CommdtyRR 13.23 NA NA NA BlChipR p 183.99 8.77 35.3 18.4 EMktDbt F 8.80 NA NA NA WellsIAdml n 63.66 1.16 8.3 5.9 STBdIdxInstPl 10.15 0.01 3.4 2.1
Touchstone Strategic: Williamsburg Invst T:
ComPLUSStrtgyFd 6.67 NA NA NA ExtIndex nr 36.62 2.63 21.6 3.7 HiYld F 5.41 NA NA NA WelltnAdml n 81.73 2.69 16.4 15.9 STBDInst 10.15 0.01 3.4 2.0
Oak Associates Funds: IntlEmg F 11.84 NA NA NA LagCapFoc A p 72.49 2.57 22.4 24.9 WndsrAdml n 82.07 2.80 14.6 28.2 DavPrtSmCapFoFd n 18.40 1.06 7.6 8.6
HiYldMuniBd 8.57 0.03 5.0 -0.1 GrowthR p 101.61 4.45 28.6 7.2 STCorpIxInst p 26.11 0.09 4.7 4.4
RedOakTec n 49.96 2.26 26.9 32.1 R2030R p 26.33 0.62 13.1 6.5 IntlEq F 12.91 NA NA NA Transamerica A: VANGUARD FDS: Wilmington Funds:
Income 10.63 0.10 5.5 6.0 STIGradeInst 10.34 0.03 4.7 4.5
Oakmark Funds Invest: IntlBdUSH 9.93 0.04 4.2 2.1 R2040R p 31.36 0.91 16.3 9.7 IntMuni F 11.05 NA NA NA AsAIGrow p 16.06 0.60 20.2 12.9 CAIT n 11.40 0.03 1.8 0.7 RoxSCG Inst 82.44 7.23 45.1 17.8
STIPSIxins 24.53 0.08 4.6 6.6
EqtyInc nr 37.10 0.99 11.6 12.9 InvstGrCrBd 9.04 0.09 4.2 -5.4 Ret2025-R p 17.09 0.36 11.6 5.4 LgCapGr F 52.08 NA NA NA AsAlMod p 12.29 0.30 11.7 3.8 CapOp nr 91.99 4.19 18.5 18.6 STTresIdx 24.40 0.01 3.4 3.3 Wm Blair Funds Cl I:
Oakmark n 158.52 5.80 19.6 32.3 LowDurInc 8.11 0.06 6.7 9.9 Ret2035-R 21.56 0.57 14.7 8.2 LgCVal F 28.44 NA NA NA AsAlModGr p 13.87 0.42 15.4 7.6 DivdGro n 41.24 0.85 12.9 20.2 TotBdInst 9.63 0.07 2.3 -6.5 IntlGthI r 30.41 0.35 6.1 -16.6
OakmrkInt n 25.96 -0.53 -3.3 -7.0 MuniBd 9.47 0.03 3.1 0.3 Ret2050-R 19.33 0.59 17.7 11.5 S&P500 F 106.60 NA NA NA Balanced 36.86 1.09 16.9 16.6 DivrEq n 54.16 2.53 23.3 19.1 TotBdInst2 9.50 0.07 2.2 -6.6 SmCapValI 32.64 2.45 9.8 6.0
Select n 82.18 4.17 16.7 25.8 RealRtn 10.14 0.09 3.9 -5.0 PRIMECAP Odyssey Fds: TaxMgdLC F 39.46 NA NA NA Trust for Professional Ma: EmgMktSelStk n 23.15 0.17 12.1 -2.8 TotBdInstPl 9.63 0.07 2.3 -6.5 SmMidI r 32.79 1.96 15.9 -2.4
Oberweis Funds Instl: ShtTm 9.66 0.00 5.3 11.3 AggGrowth r nr 50.14 3.54 16.8 4.0 TaxMgdSmMdCp F29.49 NA NA NA PerfTrstMuniInst 22.95 0.11 1.7 -1.9 Energy nr 51.76 1.58 15.5 55.6 TotIntBdIdxInst29.94 0.13 3.1 -2.8 Wm Blair Funds Inst:
Oberweis 28.42 2.21 25.6 26.0 TotRt 8.61 0.08 3.4 -6.1 Growth r nr 42.84 2.31 16.6 18.0 Selected Funds: PrfTrtStrtBd Ins 19.85 0.15 4.3 -2.3 EqInc n 46.83 1.61 18.8 30.6 TotStInst 144.39 6.98 26.3 27.9 IntlGth 15.28 0.17 6.1 -16.4
 November 11, 2024 BARRON’S 49

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.16268413125742)
Daily
Open (t)
Open (a)
10:00
Nov 4
42023.02
42004.66
41960.76
5
41837.49
41835.49
42033.39
6
43483.90
42850.40
43423.37
7
43752.07
43718.92
43781.10
8
43816.50
43768.53
43879.13
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Nov 4 5 6
477,367 722,087 962,935 629,262 535,918
392,094 154,796 447,304 490,825 510,903
1,937,095 3,016,330 4,169,964 2,915,094 2,236,737
7 8

NY Off - Comp. 1,629,426 727,390 2,132,689 1,978,099 2,380,670

10:30 41940.12 42076.80 43600.12 43758.92 43958.75
NYSE Amer UP 7,708 3,862 20,854 10,210 16,440
Industrials 11:00
11:30
41917.44
41849.95
42085.27
42098.68
43502.25
43541.38
43759.07
43705.02
44014.33
44046.36
NYSE Amer Off
NASD Up
7,117 6,781 6,264 7,829 8,907
3,199,860 5,476,256 5,224,211 6,755,327 3,938,554
44350 12:00 41683.78 42113.98 43574.19 43722.77 43979.95 NASD Off 2,520,765 1,563,068 2,877,011 2,454,194 3,353,269
12:30 41824.37 42162.58 43558.88 43771.17 43975.54 NYSE Arca UP 152,776 188,662 261,076 265,375 144,187
Week's NYSE Arca Off 87,874 43,887 239,263 87,599 201,079
Components Change 1:00 41869.33 42243.45 43607.65 43776.48 43999.76
1:30 41843.09 42155.74 43678.48 43746.22 43982.95 % (QCHA) +.29 +1.24 +2.11 +.49 +.35
3M 7.12 2:00 41826.77 42154.38 43668.64 43733.77 44048.63 % (QACH) +.14 +.35 +2.42 +1.32 +.27
Amazon.com 10.25 2:30 41801.46 42155.14 43658.49 43718.28 44081.44 % (QCHAQ) ... +1.40 +2.10 +.50 +.47
American Express 14.91
43225
3:00 41824.88 42121.75 43660.73 43774.85 44077.09 Market Advance/Decline Totals
Amgen 6.06 3:30 41810.90 42145.47 43726.71 43785.48 44045.31 NYSE NYSE
Apple 4.05 Close 41794.60 42221.88 43729.93 43729.34 43988.99 Weekly Comp. NYSE Amer Nasdaq Arca
Boeing -2.91 High (t) 42220.24 42400.12 44146.22 44140.76 44333.21 Total Issues 2,898 310 4,660 2,217
Caterpillar 13.74 Low (t) 41551.22 41642.67 42878.18 43346.24 43556.83 Advances 2,267 179 3,150 1,784
Chevron 3.86 42100 Declines 606 121 1,404 314
High (a) 42035.87 42258.84 43778.78 43823.10 44157.29
Cisco Systems 2.56 Unchanged 25 10 106 119
Low (a) 41647.30 41766.96 42850.40 43641.92 43733.86 New Highs 663 29 899 789
Coca-Cola -1.09 Change –257.59 +427.28 +1508.05 –.59 +259.65 New Lows 131 21 361 94
Disney 3.21
Week ended last Friday compared to previous Friday
Goldman Sachs 69.91 Theoretical (t): High 44333.21 Low 41551.22
Home Depot 13.31 40975 Actual (a): High 44157.29 Low 41647.30 NYSE Composite Daily Breadth
Honeywell International 10.30 Daily Nov 4 5 6 7 8
IBM 5.47 Issues Traded 2,853 2,840 2,861 2,862 2,848
Johnson & Johnson -4.66 Dow Jones 20 Transport (divisor: 0.15395808703479) Advances 1,661 2,278 1,732 1,690 1,748
JPMorgan Chase 14.04 Open (t) 16316.71 16319.77 17085.10 17495.93 17214.23 Declines 1,131 493 1,083 1,125 1,046
McDonald's 3.76 39850 Open (a) 16331.26 16321.78 16746.67 17482.44 17211.60 Unchanged 61 69 46 47 54
Merck 1.04 10:00 16380.37 16338.30 17145.37 17397.27 17221.05 New Highs 72 136 470 274 307
Microsoft 12.17 10:30 16416.05 16466.75 17196.35 17370.10 17331.83 New Lows 39 49 52 16 47
Nike Cl B -2.18 Blocks - primary 4,286 4,238 5,830 4,681 4,745
11:00 16391.23 16522.61 17230.32 17422.16 17375.33
NVIDIA 12.23 Total (000) - primary 877,851 882,878 1,416,061 1,125,248 1,058,324
11:30 16366.03 16497.49 17241.19 17350.45 17391.19 Total (000) 3,602,069 3,768,313 6,329,534 4,925,741 4,666,749
Procter & Gamble 2.61 38725 12:00 16312.70 16498.99 17321.37 17343.41 17332.95
Salesforce 27.23 12:30 16304.21 16495.13 17358.12 17383.29 17336.37
NYSE American Composite
Sherwin-Williams 28.70 1:00 16330.34 16473.31 17325.12 17358.15 17350.85 Daily Nov 4 5 6 7 8
Travelers 11.25 Issues Traded 300 287 293 294 292
1:30 16296.47 16452.66 17366.94 17355.91 17361.86
UnitedHealth Group 48.25 NOTICE TO READERS: 2:00 16325.35 16472.33 17407.47 17318.58 17354.36 Advances 134 163 155 173 139
Verizon Communications -0.88 Effective 11/8 in the DJIA, NVIDIA Declines 153 108 123 103 142
Visa Cl A 17.13
37600 2:30 16312.49 16509.16 17420.85 17314.70 17378.12
Unchanged 13 16 15 18 11
Walmart 2.64 May June (NVDA)
July replacedAugust
Intel (INTC) and
September October November 3:00 16310.54 16515.53 17443.28 17290.31 17398.79
New Highs 1 2 23 11 12
3:30 16297.75 16509.70 17456.37 17309.87 17349.32
Sherwin-Williams (SHW) replaced Close 16287.87 16571.91 17462.35 17210.46 17353.94
New Lows 12 5 7 7 6
Blocks - primary 135 111 226 183 260
Dow (DOW). Also, in the DJUA, Vis-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

High (t) 16508.68 16627.71 17574.23 17574.00 17511.91 Total (000) - primary 15,007 11,146 28,242 18,758 25,416
Transportation tra (VST) replaced AES (AES). As a Low (t)
High (a)
16176.64 16231.82 16896.38 17135.99
16460.16 16575.93 17485.40 17497.03
17113.20
17412.17
Total (000) 335,562 179,819 1,276,097 463,428 1,351,737
result, the divisor of the DJIA 17700 Low (a) 16276.38 16296.68 16746.67 17203.52 17170.99
Nasdaq
Daily Nov 4 5 6 7 8
Week's changed from 0.15221633137872 to Change –63.46 +284.04 +890.44 –251.89 +143.48
Components Issues Traded 4,375 4,404 4,421 4,418 4,403
Change 0.16268413125742, the DJUA 17300 Theoretical (t): High 17574.23 Low 16176.64 Advances 2,130 3,105 2,789 2,321 2,330
Alaska Air Group 1.77 changed from 1.1978034655451 to Actual (a): High 17497.03 Low 16276.38 Declines 2,095 1,170 1,516 1,961 1,926
American Airlines Group 0.27 Unchanged 150 129 116 136 147
Avis Budget Group 0.89 1.3184475319063 and the DJCA 16900 New Highs 73 131 650 395 384
CH Robinson Worldwide 6.74 changed from 0.75472580699091 to Dow Jones 15 Utilities (divisor: 1.31844753190630) New Lows 135 114 150 101 116
CSX 2.61 Blocks - primary 40,101 77,426 57,108 98,667 58,301
0.79633160203387. Open (t) 1014.37 1011.14 1011.88 1013.35 1016.89 Total (000) 5,762,327 7,060,345 8,138,057 9,232,676 7,316,014
Delta Air Lines 2.66 16500 Open (a) 1016.44 1010.25 1014.52 1012.74 1015.57
Expeditors Intl of Wash 1.00 NYSE Arca Composite
10:00 1014.14 1008.98 1015.14 1015.27 1024.61
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FedEx 11.93 Daily Nov 4 5 6 7 8

10:30 1014.54 1012.05 1014.49 1013.46 1024.05
JB Hunt Transport 11.17 16100 Issues Traded 2,008 2,015 2,055 2,053 2,021
11:00 1010.68 1013.63 1003.85 1018.21 1027.41
Kirby Corp 13.01 Advances 1,235 1,804 1,192 1,649 1,213
11:30 1008.46 1014.79 1006.71 1019.42 1028.10
Landstar System 13.95 Declines 753 183 846 390 793
15700 12:00 1007.04 1014.42 1008.13 1017.53 1026.38
Matson 12.13 Unchanged 20 28 17 14 15
12:30 1004.91 1015.23 1010.68 1016.24 1029.04 New Highs 5 33 608 584 507
Norfolk Southern 21.58
Old Dominion Freight Line 25.13 1:00 1007.41 1015.03 1009.96 1015.06 1030.98 New Lows 12 7 67 41 41
Ryder System 15.32 15300 1:30 1008.57 1016.37 1013.48 1014.53 1030.20 Blocks - primary 1,140 1,127 1,995 1,416 1,469
Southwest Airlines 1.17 2:00 1009.14 1016.56 1015.94 1010.76 1031.16 Total (000) - primary 242,551 237,292 501,739 353,800 347,036
Uber Technologies -1.21 2:30 1009.66 1017.64 1014.92 1009.83 1032.56 Total (000) 1,380,491 1,320,056 2,564,566 1,868,634 1,815,331
14900 3:00 1008.71 1018.69 1014.98 1011.30 1034.26
Union Pacific
United Airlines
8.80
7.05 3:30
Close
1008.38 1020.29 1015.88
1011.35 1023.16 1013.64
1016.07
1011.90
1032.81
1031.92
Other Market Indexes
United Parcel Service B -1.61 Daily 11/04 11/05 11/06 11/07 11/08
14500 High (t) 1021.44 1023.86 1025.92 1024.30 1038.70
May June July August September October November Low (t) 1002.38 1005.72 998.15 1004.53 1013.57 NYSE Amer Comp5083.00 5094.72 5207.08 5285.23 5245.08
High (a) 1019.07 1023.22 1017.54 1021.17 1035.01 AmMajorMkt 3793.65 3822.99 3924.46 3910.21 3929.21

Utilities Low (a)

Change
1004.68 1007.42 1001.90
–7.67 +11.81 –9.52
1008.31
–1.74
1015.57
+20.02
BNY ADR Idx
Europe
183.58
170.88
185.14 182.93 186.24
171.39 168.06 170.22
183.53
167.78
1095 Latin Am 187.15 188.28 190.53 191.77 188.35
Theoretical (t): High 1038.70 Low 998.15 Asia 231.32 234.93 233.70 239.71 236.30
Week's Emerg M 383.58 389.49 386.11 396.82 389.70
Components Change Actual (a): High 1035.01 Low 1001.90
DJ US TSM Float56695.17 57428.51 59044.68 59453.07 59700.71
American Elec Power -0.85 Nasdaq Cmp 18179.98 18439.17 18983.47 19269.46 19286.78
American Water Works 0.09 100 Index 19963.60 20227.46 20781.33 21101.57 21117.18
Dow Jones 65 Composite (divisor: 0.79633160203387)
Atmos Energy 5.79 Indus. 10715.07 10886.95 11297.45 11397.93 11522.69
1040 Open (t) 13413.73 13371.82 13861.17 14001.40 13963.07 Insur. 15166.23 15354.39 16121.65 15932.45 16131.11
Consolidated Edison -1.87
Open (a) 13415.54 13370.41 13668.52 13990.99 13950.57 Banks 4270.84 4340.84 4864.08 4700.35 4724.40
Dominion Energy -1.20
10:00 13409.20 13429.96 13856.20 13986.80 14008.56 Computer 16688.68 16919.44 17338.63 17718.03 17623.08
Duke Energy 0.55
10:30 13419.17 13448.66 13908.51 13975.81 14033.77 Telecom 471.67 475.92 493.06 488.92 491.93
Edison International 1.97 NYSE Comp.-z 19243.39 19463.79 19828.00 19876.10 19937.13
11:00 13399.32 13456.53 13878.92 13988.66 14055.14
Exelon -0.04 Financial-z 11754.64 11897.64 12403.57 12284.93 12341.18
FirstEnergy -0.19 985 11:30 13377.25 13464.85 13904.62 13965.92 14054.84
12:00 13328.36 13468.34 13928.15 13968.26 14039.32 Health Care-z26177.70 26322.48 26242.34 26399.28 26530.17
NextEra Energy -0.38 Energy-z 13644.30 13739.16 14043.66 14080.28 14036.87
Public Svc Enterprise -1.49 12:30 13364.59 13479.71 13918.65 13982.86 14043.22
Russell 1000 3124.79 3164.44 3248.37 3272.58 3285.81
Sempra 9.60 1:00 13374.05 13492.10 13936.61 13977.66 14054.32
2000 2219.03 2260.84 2392.92 2382.69 2399.64
Southern 0.10 1:30 13365.06 13471.29 13963.61 13964.83 14048.49 3000 3260.37 3302.70 3395.36 3418.69 3433.03
Vistra 22.39 2:00 13362.06 13481.08 13972.48 13959.48 14064.91 Value-v 1845.24 1865.24 1917.07 1911.64 1920.97
Xcel Energy 0.68 930 2:30 13355.31 13486.30 13975.50 13954.93 14073.22 Growth-v 3781.11 3835.38 3932.75 3998.59 4011.79
3:00 13361.76 13477.27 13971.06 13970.77 14077.36 MidCap 3507.84 3560.61 3661.93 3673.37 3700.03
3:30 13358.45 13489.13 13994.85 13969.88 14059.97 S&P 100 Index 2758.58 2790.65 2864.01 2890.40 2897.66
Close 13357.00 13519.85 13990.54 13936.28 14050.20 500 5712.69 5782.76 5929.04 5973.10 5995.54
High (t) 13503.89 13568.30 14116.80 14113.09 14162.29 Ind. 8192.51 8294.74 8473.24 8574.76 8595.48
Low (t) 13270.98 13305.98 13678.72 13832.13 13884.99 MidCap 3111.80 3155.85 3286.71 3281.39 3297.36
875 High (a) 13431.70 13521.83 14005.64 14009.48 14097.41 SmallCap 1396.02 1424.37 1511.13 1500.16 1508.36
May June July August September October November Low (a) 13317.38 13354.96 13668.52 13930.97 13947.05 Value Line(A) 10938.27 11105.57 11467.91 11482.35 11504.86
Value Line(G) 612.44 621.58 640.96 641.25 642.09
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change –77.06 +162.85 +470.69 –54.26 +113.92
DJ US Small TSM15241.12 15501.21 16304.31 16282.06 16386.53
Theoretical (t): High 14162.29 Low 13270.98 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 14097.41 Low 13317.38 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
 50 BARRON’S November 11, 2024

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/29 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 5,360,362 4,740,839 5,079,218 5.54
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 2,073,411 2,090,994 1,539,961 34.64
43988.99 34283.10 30 Indus 43988.99 41794.60 43988.99 1936.80 4.61 9705.89 28.31 6299.45 16.71 values for FY 2023 and 2022, and S&P latest for 2023 and 2022. r-
Revised data 20 Dow Trans (b) 500,616 547,026 618,907 -19.11
17462.35 14379.44 20 Transp 17462.35 16287.87 17353.94 1002.61 6.13 2927.45 20.29 1455.09 9.15 15 Dow Utils (b) 422,234 363,014 373,418 13.07
1071.27 827.37 15 Utilities 1031.92 1011.35 1031.92 12.90 1.27 193.94 23.14 150.25 17.04 65 Dow Stks (b) 2,996,260 3,001,035 2,532,286 18.32
14050.20 11175.87 65 Comp 14050.20 13357.00 14050.20 616.14 4.59 2858.55 25.54 1800.23 14.70 Last Week Prev. Week Last Year NYSE American (a) 98,569 66,433 49,128 100.64
Dow Jones Indexes Nasdaq(d) 37,509,419 31,345,966 23,421,989 60.15
59700.71 43682.81 US TSM Float 59700.71 56695.17 59700.71 2874.95 5.06 15986.00 36.57 11913.24 24.93 DJ Ind Avg 43988.99 42052.19 34283.10
NYSE 15 Most Active
1462.67 1072.26 US Market 1462.67 1390.82 1462.67 68.26 4.90 389.56 36.30 294.95 25.26 P/E Ratio 26.14 25.99 24.32
Average Price 20.63 31.81 23.94 -13.83
1076.23 733.33 Internet 1076.23 1013.30 1067.94 53.56 5.28 333.25 45.36 216.45 25.42 Earns Yield % 3.83 3.85 4.11
% Tot Vol 13.60 15.25 13.11 3.74
New York Stock Exchange Earns $ 1683.08 1617.83 1409.63 Stock Offerings $(z,v) 3,407,200 r25,402,900 8,963,800 -61.99
19937.13 15388.44 Comp-z 19937.13 19243.39 19937.13 683.59 3.55 4548.69 29.56 3084.24 18.30 Divs Yield % 1.58 1.78 2.10
Divs $ 697.20 748.29 721.20 Daily Stock Volume 11/4 11/5 11/6 11/7 11/8
12403.57 8688.38 Financial-z 12403.57 11754.64 12341.18 557.55 4.73 3633.77 41.73 2459.40 24.89
28478.56 22601.31 Health Care-z 26530.17 26177.70 26530.17 168.73 0.64 3928.86 17.38 2363.03 9.78 Mkt to Book 5.52 5.28 4.47 NYSE(a) 877,851 882,878 1,416,061 1,125,248 1,058,324
Book Value $ 7964.47 7964.47 7664.40 30 Inds (b) 341,507.9 284,000.0 555,808.5 437,519.6 454,574.9
14932.83 12658.71 Energy-z 14080.28 13644.30 14036.87 595.43 4.43 953.05 7.28 777.33 5.86 20 Trans (b) 88,743.9 67,377.1 160,648.0 101,518.2 82,328.4
NYSE American Stock Exchange DJ Trans Avg 17353.94 16351.33 14426.49
15 Utils (b) 83,943.7 63,837.9 120,730.8 89,435.5 64,285.9
P/E Ratio 20.47 19.64 13.93
5405.73 4410.82 NYSE Amer Comp 5285.23 5083.00 5245.08 163.83 3.22 758.35 16.90 650.76 14.16 65 Stks (b) 514,195.5 415,214.9 837,187.3 628,473.3 601,189.2
Earns Yield % 4.88 5.09 7.18 NYSE Amer(a) 15,007 11,146 28,242 18,758 25,416
3952.02 3119.78 Major Mkt 3929.21 3793.65 3929.21 123.33 3.24 809.43 25.95 541.12 15.97
Earns $ 847.57 832.76 1035.92 Nasd(d) 5,762,327 7,060,345 8,138,057 9,232,676 7,316,014
Standard & Poor's Indexes
Divs Yield % 1.36 1.44 1.50 NYSE 15 Most Active
2897.66 2091.53 100 Index 2897.66 2758.58 2897.66 126.68 4.57 804.02 38.40 661.47 29.58
Divs $ 235.78 235.58 216.11 Avg. Price 17.11 27.74 25.29 19.39 21.49
5995.54 4411.55 500 Index 5995.54 5712.69 5995.54 266.74 4.66 1580.30 35.79 1225.71 25.70
Mkt to Book 4.43 4.18 4.10 % Tot Vol 12.30 17.84 14.51 14.38 14.26
8595.48 6365.19 Indus 8595.48 8192.51 8595.48 385.44 4.69 2229.50 35.02 1766.52 25.87
Book Value $ 3914.65 3914.65 3514.52 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume.
3297.36 2436.25 MidCap 3297.36 3111.80 3297.36 194.51 6.27 857.74 35.16 515.82 18.54 (d) as of 4:10 pm. (r) Revised. (v) W/E Thursday. (z) Source: LSEG.
DJ Utility Avg 1031.92 1019.02 837.98
1511.13 1113.75 SmallCap 1511.13 1396.02 1508.36 119.05 8.57 393.85 35.34 190.10 14.42
P/E Ratio 20.49 20.97 19.59
Nasdaq Stock Market
Earns Yield % 4.88 4.77 5.10
19286.78 13767.74 Comp 19286.78 18179.98 19286.78 1046.86 5.74 5488.67 39.78 4275.42 28.48
Earns $ 50.35 48.59 42.78
21117.18 15482.79
11522.69 8654.83
100 Index
Indus
21117.18
11522.69
19963.60
10715.07
21117.18
11522.69
1084.04
756.51
5.41
7.03
5588.06
2867.87
35.98
33.14
4291.25
2048.99
25.50
21.63
Divs Yield % 2.85 3.16 3.67 NYSE HALF-HOURLY VOLUME
Divs $ 29.46 32.23 30.74
16486.97 12240.82 Insur 16131.11 15166.23 16131.11 840.07 5.49 3890.28 31.78 3528.59 28.00 Daily 11/04 11/05 11/06 11/07 11/08
Mkt to Book 2.19 2.16 1.86
4864.08 3047.81 Banks 4864.08 4270.84 4724.40 423.89 9.86 1676.59 55.01 949.29 25.15 Book Value $ 472.26 472.26 450.45
17898.70 12095.62 Computer 17718.03 16688.68 17623.08 875.74 5.23 5466.42 44.97 4626.86 35.60 9:30-10:00 93,634 81,322 203,906 125,882 111,295
S&P 500 Index 5995.54 5728.80 4415.24
493.06 377.20 Telecom 493.06 471.67 491.93 20.08 4.26 88.74 22.01 74.83 17.94 P/E Ratio 30.60 29.93 24.39 10:00-10:30 33,766 34,686 73,978 48,774 48,763
Russell Indexes Earns Yield % 3.27 3.34 4.10 10:30-11:00 28,475 28,740 55,056 41,837 38,167
3285.81 2409.46 1000 3285.81 3124.79 3285.81 152.94 4.88 874.52 36.27 663.68 25.31 Earns $ 195.93 191.39 181.01 11:00-11:30 24,913 24,940 47,094 36,628 33,487
2399.64 1705.33 2000 2399.64 2219.03 2399.64 189.51 8.57 694.31 40.71 372.57 18.38 Divs Yield % 1.26 1.32 1.62
3433.03 2513.85 3000 3433.03 3260.37 3433.03 165.25 5.06 917.38 36.47 684.82 24.92 11:30-12:00 26,947 23,294 40,821 29,786 32,439
Divs $ 75.54 75.62 71.53
1920.97 1478.48 Value-v 1920.97 1845.24 1920.97 72.95 3.95 441.62 29.85 291.55 17.89 Mkt to Book 5.42 5.18 4.31
12:00-12:30 22,930 20,681 35,553 28,672 27,005
4011.79 2834.10 Growth-v 4011.79 3781.11 4011.79 217.21 5.72 1175.14 41.43 960.11 31.46 Book Value $ 1106.21 1106.21 1024.56 12:30-1:00 19,025 18,521 32,537 25,810 23,834
3700.03 2733.25 MidCap 3700.03 3507.84 3700.03 198.66 5.67 962.02 35.14 588.15 18.90 S&P Ind Index 8595.48 8210.04 6365.98 1:00-1:30 20,420 19,855 34,760 24,182 23,907
Others P/E Ratio 33.98 33.29 27.98 1:30-2:00 18,430 21,365 34,637 27,181 25,694
11504.86 8670.27 Value Line-a 11504.86 10938.27 11504.86 595.97 5.46 2822.02 32.50 1486.70 14.84 Earns Yield % 2.94 3.00 3.57
642.09 517.12 Value Line-g 642.09 612.44 642.09 31.15 5.10 124.11 23.96 48.23 8.12 2:00-2:30 20,527 22,229 37,105 26,398 27,198
Earns $ 252.93 246.62 227.55
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

16386.53 11818.89 DJ US Small TSM 16386.53 15241.12 16386.53 1187.60 7.81 4563.82 38.60 2334.06 16.61 Divs Yield % 1.12 1.17 1.42 2:30-3:00 21,611 25,798 37,107 37,878 29,423
1224.29 898.12 Barron's Future Focus 1224.29 1171.19 1224.29 51.93 4.43 325.80 36.26 195.93 19.05 Divs $ 96.27 96.06 90.40 3:00-3:30 28,659 29,598 45,628 39,279 34,409
1325.02 946.40 Barron's 400 1325.02 1227.82 1325.02 97.38 7.93 378.62 40.01 252.62 23.56 Mkt to Book 7.19 6.87 5.81 3:30-4:00 518,516 531,849 737,879 632,941 602,703
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000 Book Value $ 1195.42 1195.42 1095.83

U.S. Dollar Index vs Euro and Yen Selected IPOs

Per Share Values of Stocks Initial Offer
Attention, Deficit: The dollar jumped Wednesday after Donald Trump’s victory. Traders bet that his plans for Ticker IPO Date Recent Price %Chg
tax cuts and tariffs will drive up the federal deficit, inflation, and interest rates. That currency move eased a bit, In the Dow Jones Averages Aduro Clean Technologies ADUR
Price
4.25 11/7 4.28 0.7%
after the Fed announced a quarter-point rate cut. The ICE U.S. Dollar Index ended the week up 0.6%. This is a list of the Dow Jones trailing 52-week diluted share
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

earnings, dividends and book values as reported by the company.

10 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks

5
Book Book
Investor Sentiment Readings New Listings
Earns Divs. Value Earns Divs. Value
NYSE
EURO in $
s Am Exp 13.59 2.70 38.81 McDonalds 11.39 6.68 (6.44) High bullish readings in the Consensus stock index or in the
Amgen 7.81 8.88 11.64 Merck Co 4.77 3.08 14.84 Market Vane stock index usually are signs of Market tops; low None
Apple 6.08 0.98 4.00 Microsoft 12.12 3.00 36.11 ones, market bottoms. NYSE American
0 Boeing (12.90) Nil (28.27) NVIDIA 15.29 0.02 1.74 Last Week 2 Weeks Ago 3 Weeks Ago
Caterpillar 21.57 5.42 39.04 Nike Inc 3.49 1.48 9.60 None
Chevron Corp 9.10 6.40 86.27 Proc Gam 5.80 3.9602 21.00 Consensus Index
Nasdaq
Cisco Sys 2.54 1.59 10.91 3M Co 7.92 4.41 8.70
-5 Coca Cola 2.42 1.92 6.02 Salesforce.com 5.75 1.20 61.43 Consensus Bullish Sentiment 72% 72% 71% Aduro Clean Tech (ADUR)
s s Disney Walt 2.61 0.75 54.25 Sherwin-Williams 10.04 2.86 14.60 DevvStream (DEVS)
DXY (104.95) Goldman Sachs 34.08 11.25 326.90 Travelers Cos 19.50 4.10 109.21
AAII Index
YEN in $ SJW (SJW)
Home Depot 14.86 8.84 1.05 UnitedHealthGrp 15.35 7.96 96.06
Bullish 41.5% 39.5% 37.7%
-10 Honeywell 8.66 4.32 24.31 Verizon 2.32 2.67 21.98

D J F M A M J J A S O N
IBM 6.87
Johnson&Johnson 6.94
6.66 24.63
4.86 28.57
Visa
Amazon
9.73 2.08 18.31
0.94 Nil 19.44
Bearish
Neutral
27.6
30.9
30.9
29.6
29.9
32.4
Trading
Source: Tullett Prebon JPMorganChase 17.97 4.60 104.45 Wal-mart 5.60 0.8125 10.41
Market Vane
Suspended
Transportation Stocks NYSE
Bullish Consensus 71% 72% 72% SilverBox III (SBXC)
AlaskaAirGroup 2.48 Nil 32.62 Kirby Corp 5.21 Nil 54.33 SJW (SJW)

Coming U.S. Auctions 144 Filings AmericanAirlines 0.33

AvisBudgetGrp 10.95
Nil (7.95)
Nil (9.97)
Landstar Sys
Matson Inc
5.83
12.02
1.35 27.55
1.32 69.79
TIM Group Market Sentiment NYSE American
Enservco (ENSV)
C.H. Robinson 2.89 2.45 12.15 Norf Southern 10.65 5.40 56.63
Indicator 45.7% 44.5% 48.3%
Yields (%) SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Nasdaq
CSX Corp 1.86 0.47 6.19 Old Dominion 5.72 0.98 19.54 Sources: Consensus Inc.; American Association of
Tuesday When Issued* Last Auction sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. Exela Tech (XELA)
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: LSEG Data and Delta Air Lines 7.20 0.50 17.26 Ryder Sys 10.89 2.94 69.91 GSE Systems (GVP)
Individual Investors; Market Vane; TIM Group
$81.0 bil 3-month 4.529 4.440 Analytics Expeditors Int'l 5.13 1.42 16.62 Southwest Air (0.07) 0.72 17.63 Iteris (ITI)
$72.0 bil 6-month 4.422 4.260 FedEx 16.22 5.28 112.90 Un Pacific 10.89 5.24 24.25 Lilium (LILM)
* As of Friday afternoon. Shares Sale Hunt (JB) 5.50 1.72 39.76 UPS 6.62 6.51 20.29 Novo Integrated Sci (NVOS)
Company Sym Indicated $ Value Date Seller Title Stericycle (SRCL)
Compass COMP 2,000,000 12,820,000 11/4/24 Reffkin, Robert CEO
UberTechnologies 1.88 Nil 5.43 United Airlines 8.29 Nil 28.43
Arms Index
Distributions & Offerings Snap SNAP 1,000,000 12,444,459 10/31/24 Murphy, Robert OD Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another Name
Zoom Video Communications ZM 285,714 22,214,264 11/5/24 Yuan, Eric CEO quotient. The numerator in the index is the number of
Secondary Distributions of common stocks
Company Shares Offered Offer Price Deal Value USD
Jefferies Financial Group JEF 247,326 15,969,840 10/30/24 Friedman, Brian D AmericanElecPower
AmericanWaterWorks
4.99
5.05
3.57 47.98
2.95 50.31
FirstEnergy
NextEra Energy
1.55
3.38
1.69 18.17
2.01 23.13
advancing stocks divided by the number of declining stocks.
As of 3/14/11, the denominator in the index is now the
composite volume of advancing stocks divided by the
Changes
Cadiz 7,000,000 $3.34 $23,380,000 Carvana CVNA 208,495 47,762,035 11/4/24 Jenkins, Mark O composite volume of declining stocks. NYSE
Atmos Energy 6.87 3.22 73.20 Pub Sv Ent 4.07 2.37 31.08
Enlitic 475,889,965 $0.03 $15,963,477 Roblox RBLX 200,000 10,065,170 10/31/24 Lee, Anthony D Con Ed 5.32 3.30 61.33 Sempra Energy 4.54 2.46 44.00
Magnera (MAGN), formerly
Kalvista Pharmaceuticals 5,500,000 $10.00 $55,000,000 Daily 11/4 11/5 11/6 11/7 11/8 Glatfelter (GLT)
Fox FOXA 182,481 7,846,683 11/5/24 Nallen, John CO DominionEnergy 2.85 2.67 30.72 Southern Co. 4.31 2.84 28.61
NioCorp Developments 1,592,356 $1.57 $2,499,999
Duke Energy 5.44 4.12 61.15 Vistra 8.79 0.87 8.06
NYSE American
Sonnet Biotherapeutics 1,103,752 $4.53 $4,999,997 Flex FLEX 181,537 6,293,888 11/1/24 Capellas, Michael FO NYSE 1.24 1.11 .82 1.02 1.78
Edison Int'l 3.43 3.12 36.02 Xcel Energy 3.37 2.16 31.74 None
Xcel Energy 18,320,610 $65.50 $1,379,999,916 Fortive FTV 171,808 12,320,511 11/1/24 Walker, Stacey O NYSE American .43 3.35 .12 .82 .13
Exelon 2.43 1.50 25.78 Nasdaq
Source: LSEG Data & Analytics Boston Scientific BSX 162,778 13,794,843 11/5/24 Mahoney, Michael OD Nasdaq .80 .76 1.01 .43 1.03 None
 November 11, 2024 BARRON’S 51

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign
Net Change % Change and Ranking 52 Week vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0010 .0010 993.6064 990.2775
Automobiles DJUSAU 1111.86 + 228.87 232.96 +25.92 [1] +44.20 [32] +26.51 [41] –7.99 1,111.86 560.40 S&P 100 of 125:100 are considered bullish, for instance. Bearish
signals flash when the equity put-call level reaches the vicinity of Australia (Dollar) .6584 .6560 1.5188 1.5244
Automobiles & Parts DJUSAP 1226.35 + 239.92 220.96 +24.32 [2] +38.88 [42] +21.98 [49] –8.86 1,226.35 670.33 30:100 and the index ratio hits 75:100. Bahrain (Dinar) 2.6529 2.6528 .3769 .3770
Trucking DJUSTK 2012.50 + 216.53 271.11 +12.06 [3] +25.93 [79] +15.57 [75] +8.37 2,033.31 1,535.78 Brazil (Real) .1743 .1704 5.7378 5.8684
Pipelines DJUSPL 1095.91 + 116.71 383.50 +11.92 [4] +60.57 [13] +53.83 [3] +19.88 1,095.91 678.71 S&P 100 CBOE Bulgaria (Lev) .5481 .5541 1.8246 1.8047
Real Estate Holding & Dev DJUSEH 69.86 + 7.40 2.07 +11.85 [5] +20.79 [93] +3.05 [112] –2.32 69.86 47.06 Canada (Dollar) .7187 .7163 1.3915 1.3960
Furnishings DJUSFH 380.51 + 39.07 21.40 +11.44 [6] +35.10 [55] +5.96 [103] –6.54 398.39 276.30
Marine Transportation DJUSMT 417.83 + 42.71 160.22 +11.38 [7] +66.70 [6] +62.19 [2] +30.21 425.38 238.94
32.60 0.90 Chile (Peso) .001031 .001040 970.36 961.10
China (Renminbi) .1393 .1404 7.1791 7.1226
Oil Equip, Svcs & Distri DJUSOQ 493.90 + 49.10 97.38 +11.04 [8] +26.64 [77] +24.56 [44] +17.67 493.90 368.98 Colombia (Peso) .0002294 .0002259 4359.88 4426.48
Recreational Svcs DJUSRQ 152.44 + 14.47 46.71 +10.49 [9] +85.77 [2] +44.18 [6] +9.66 152.44 81.71 Denmark (Krone) .1437 .1452 6.9570 6.8848
Durable Hshld Pdts DJUSHD 155.96 + 14.69 6.92 +10.40 [10] +21.25 [92] +4.65 [106] –20.59 157.88 121.78 26.10 0.80 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Aluminum DJUSAL 152.98 + 14.38 36.83 +10.38 [11] +75.40 [4] +31.71 [27] –2.86 156.08 82.16 Egypt (Pound)-y .0203 .0204 49.2980 48.9353
Steel DJUSST 612.69 + 54.70 –14.44 +9.80 [12] +11.74 [112] –2.30 [122] +13.43 717.32 511.85 Hong Kong (Dollar) .1286 .1286 7.7745 7.7771
Electrical Comps & Equip DJUSEC 831.56 + 73.62 244.14 +9.71 [13] +61.40 [10] +41.56 [8] +12.83 831.56 521.51
Oil Equipment & Svcs DJUSOI 280.19 + 24.55 –19.75 +9.60 [14] –7.65 [133] –6.58 [127] +11.45 324.84 248.22 19.60 0.70 Hungary (Forint) .002633 .002654 379.80 376.86
Iceland (Krona) .007209 .007275 138.72 137.45
Electronic & Electrical Equip DJUSEE 935.07 + 78.76 264.37 +9.20 [15] +61.21 [11] +39.42 [9] +9.09 935.07 585.66
India (Rupee) .01185 .01189 84.399 84.087
Heavy Construction DJUSHV 1692.19 + 139.06 565.55 +8.95 [16] +83.09 [3] +50.20 [5] +27.37 1,692.19 946.16
Indonesia (Rupiah) .0000639 .0000632 15649 15832
Business Training DJUSBE 149.28 + 12.08 7.18 +8.81 [17] +17.62 [99] +5.05 [105] –13.68 150.50 106.69 13.10 0.60 Israel (Shekel) .2667 .2665 3.7497 3.7524
Medical Supplies DJUSMS 1649.09 + 127.75 184.91 +8.40 [18] +24.43 [85] +12.63 [85] +2.12 1,649.61 1,330.17
Japan (Yen) .006552 .006536 152.63 152.99
Brewers DJUSDB 608.03 + 46.55 –34.37 +8.29 [19] –2.25 [131] –5.35 [126] +1.68 680.43 521.99
Kazakhstan (Tenge) .002030 .002045 492.53 488.93
Industrial Suppliers DJUSDS 938.88 + 71.60 212.32 +8.26 [20] +51.50 [18] +29.22 [32] +19.72 940.83 632.55
6.60 0.50 Kuwait (Dinar) 3.2593 3.2590 .3068 .3068
Net Change % Change and Ranking 52 Week Macau (Pataca) .1248 .1248 8.0120 8.0140
Malaysia (Ringgit)-b .2282 .2284 4.3825 4.3785
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .5967 .5963 1.6759 1.6770
Semiconductor DJUSSC 20755.70 + 1496.47 9,372.94 +7.77 [24] +111.76 [1] +82.34 [1] +31.47 20,906.73 9,992.89 0.10 0.40 Norway (Krone) .0909 .0904 11.0010 11.0626
Recreational Svcs DJUSRQ 152.44 + 14.47 46.71 +10.49 [9] +85.77 [2] +44.18 [6] +9.66 152.44 81.71 N D J F M A M J J A S O N Oman (Rial) 2.5974 2.5973 .3850 .3850
Heavy Construction DJUSHV 1692.19 + 139.06 565.55 +8.95 [16] +83.09 [3] +50.20 [5] +27.37 1,692.19 946.16 Pakistan (Rupee) .00360 .00360 278.050 277.500
Aluminum DJUSAL 152.98 + 14.38 36.83 +10.38 [11] +75.40 [4] +31.71 [27] –2.86 156.08 82.16 Source: CBOE Philippines (Peso) .01710 .01710 58.475 58.471
Asset Managers DJUSAG 390.83 + 21.66 106.41 +5.87 [42] +69.08 [5] +37.41 [11] +5.73 392.97 232.07 Poland (Zloty) .2479 .2484 4.0342 4.0262
Marine Transportation DJUSMT 417.83 + 42.71 160.22 +11.38 [7] +66.70 [6] +62.19 [2] +30.21 425.38 238.94 Qatar (Rial) .2743 .2743 3.6455 3.6455
Technology Hardware & Equip
Airlines
DJUSTQ
DJUSAR
7812.54 + 408.94 2,635.48
212.08 + 10.68 63.44
+5.52
+5.31
[48]
[54]
+66.44
+65.46
[7]
[8]
+50.91
+42.68
[4]
[7]
+23.13
–.20
7,854.35
213.58
4,788.14
126.52 Coming Earnings Saudi Arabia (Riyal)
Singapore (Dollar)
.2662
.7545
.2663
.7539
3.7559
1.3254
3.7550
1.3264
Banks DJUSBK 660.76 + 46.89 170.97 +7.64 [25] +62.88 [9] +34.91 [17] +2.32 679.87 404.67 Consensus Estimate Year ago South Africa (Rand) .0569 .0566 17.5747 17.6637
Electrical Comps & Equip DJUSEC 831.56 + 73.62 244.14 +9.71 [13] +61.40 [10] +41.56 [8] +12.83 831.56 521.51 South Korea (Won) .0007152 .0007244 1398.19 1380.51
Electronic & Electrical Equip DJUSEE 935.07 + 78.76 264.37 +9.20 [15] +61.21 [11] +39.42 [9] +9.09 935.07 585.66 M
Sri Lanka (Rupee) .0034 .0034 292.7100 292.9900
Electronic Equipment DJUSAI 1274.08 + 94.09 331.05 +7.97 [22] +60.90 [12] +35.10 [16] +5.61 1,274.08 793.16 Aramark (Q4) $0.53 $0.64 Sweden (Krona) .0924 .0931 10.8183 10.7462
Pipelines DJUSPL 1095.91 + 116.71 383.50 +11.92 [4] +60.57 [13] +53.83 [3] +19.88 1,095.91 678.71 T Switzerland (Franc) 1.1417 1.1494 .8759 .8700
Construction & Materials DJUSCN 2013.91 + 130.38 526.68 +6.92 [28] +59.54 [14] +35.41 [15] +13.54 2,013.91 1,271.54 Taiwan (Dollar) .03101 .03131 32.250 31.938
InspireMD (Q3) -0.20 -0.15
Bldg Materials & Fixtures DJUSBD 2496.93 + 151.46 609.15 +6.46 [32] +54.84 [15] +32.27 [25] +11.38 2,496.93 1,617.83 Thailand (Baht) .02924 .02944 34.200 33.970
Diversified Industrials DJUSID 898.12 + 44.00 229.25 +5.15 [58] +52.80 [16] +34.28 [18] +13.05 906.77 594.10 Live Nation Entertainment (Q3) 1.62 1.78
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Turkey (New Lira)-d .0291 .0291 34.3655 34.3290

Specialty Retailers DJUSRS 3491.30 + 171.47 967.26 +5.16 [57] +52.71 [17] +38.32 [10] +4.08 3,499.49 2,306.06 The Home Depot (Q3) 3.64 3.81 Ukraine (Hryvnia) .0242 .0242 41.3500 41.3500
Industrial Suppliers DJUSDS 938.88 + 71.60 212.32 +8.26 [20] +51.50 [18] +29.22 [32] +19.72 940.83 632.55 Tyson Foods (Q4) 0.71 0.37 U.K. (Pound) 1.2921 1.2945 .7739 .7725
Home Construction DJUSHB 2859.15 + 66.22 479.43 +2.37 [98] +50.20 [19] +20.15 [57] +23.53 3,159.22 1,920.69 W Euro 1.0719 1.0834 .9329 .9230
Investment Svcs DJUSSB 2510.40 + 187.92 548.90 +8.09 [21] +49.26 [20] +27.98 [38] +7.09 2,510.40 1,692.07 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
Beazer Homes USA (Q4) 1.35 1.80 British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from Cisco Systems (Q1) 0.87 1.11 a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
previous 65-day moving average. Volume figures do not reflect extended trading hours. 2005. y-floating rate.
J&J Snack Foods (Q4) 1.85 1.73
Sonos (Q4) -0.39 -0.25
TH Money Rates
Advance Auto Parts (Q3) 0.53 -0.82
Delta Market Pulse of the Economy Applied Materials (Q4) 2.19 2.12 Latest Week Prev. Week Yr Ago

Sentiment Walt Disney (Q4) 1.10 0.82 Discount Rate (NY) 4.75 5.00 5.50
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Prime Rate (base) 7.75 8.00 8.50

Indicator Economic Growth and Investment Date Data Period Ago % Chg
Orders
Date Data Period Ago % Chg
Consensus Estimate Fed Funds Rate
No Activity for this Week
Factory orders, backlog (bil. $) Sept 1,391.01 r1,388.92 1,352.86 2.82 Day Consensus Est Last Period
The Delta MSI measures the Avg effective offer 4.83 4.83 5.34
position of a representative set Production W October CPI 0.20% 0.20%
New factory orders, (bil. $) Sept 584.25 r587.02 598.60 –2.40 Avg weekly auction-c 4.83 4.83 5.33
of stocks relative to an
intermediate-term moving Electric power, (mil. kw hrs) (EEI) Nov 2 73,690 71,417 72,785 1.24 Nondurable goods orders, (bil. $) Sept 299.40 r300.07 303.23 –1.26 October Treasury Budget -$72.7 bil $64.3 bil
average crossover (MAC) point. T-Bills Rate
Petroleum, related capacity, % Nov 1 90.5 89.1 85.2 6.22 TH October PPI 0.30% 0.00%
When greater than 50% of the Trade
stocks followed are above this Rotary rigs running, U.S. & Can., (Hughes) Nov 8 792 798 815 –2.82 F October Retail Sales 0.50% 0.40% 13 weeks, Coupon Yield 4.553 4.605 5.446
MAC point, the market is Merchandise trade balance (bil $) Sept –108.99 r–94.83 –85.72 27.15 October Industrial Production -0.40% -0.30% 13 weeks, Auction Rate 4.440 4.490 5.285
bullish. When the indicator is Steel, (thous. tons) Nov 2 1,629 1,660 1,699 –4.12
below 50%, risk is elevated and September Business Inventories 0.20% 0.30% 26 weeks, Coupon Yield 4.414 4.483 5.494
Steel, rated capacity, % (AISI) Nov 2 73.3 74.7 73.9 –0.81 Inflation
stock exposures should be 26 weeks, Auction Rate 4.260 4.325 5.260
reduced. Manager uses Unless otherwise indicated, times are Eastern. a-Advanced;
Consumption and Distribution ECRI Industrial Price Index f Nov 8 113.59 113.64 114.87 –1.11 Avg weekly auction-c 4.46 4.51 5.30
discretion on asset allocation f-Final; p-Preliminary; r-Revised Source: FactSet
when MSI is at 50% +/- 3%. Broker Call Rate 6.50 6.75 7.25
Factory shipments, (bil. $) Sept 586.94 r589.18 585.92 0.17 Employment
Conference Call Calendar Bankers Acceptances

Bullish
Instinet Research Redbook Avg. (monthly %) Nov 2 –0.98 –0.16 –0.71 …. Initial jobless claims (thous.) Nov 2 221 r218 216 2.31
Baltic Dry Index Nov 8 1,495 1,378 1,643 –9.01 Continuing claims (mil.) Oct 26 1.892 r1.853 1.823 3.78 Earnings- 1 month 4.65 4.85 5.36
Related
Logistics Managers Index Oct 58.9 58.6 56.5 4.25 Company Date Time Period 2 months 4.65 4.75 5.48
Current Sentiment Construction 3 months 4.65 4.65 5.63
Wholesale sales, (mil. $) Sept 674,844 r672,585 677,538 –0.40
Cisco Systems November 13 4:30PM Q1 6 months 4.55 4.60 5.73
No Activity for this Week
Home Depot November 12 9:00AM Q3

63.2%
Inventories
Live Nation Entertainment November 11 5:00PM Q3 Foreign Prime Rates
Other Indicators
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Nov 1 427,658 425,509 435,762 –1.86 Occidental Petroleum November 13 1:00PM Q3
Citi Research Panic–Euphoria Reading Nov 8 0.44 0.42 –0.16 …. Skyworks Solutions November 12 4:30PM Q4 Canada 5.95 5.95 7.20
Factory inventories, (bil. $) Sept 858.07 r859.94 856.46 0.19
Tyson Foods November 12 9:00AM Q4 Germany 3.40 3.40 4.50
Last Week Gasoline, (thous. bbls) Nov 1 211,280 210,868 217,210 –2.73 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-
benchmark revision, 2016 equals 100. r-Revised. Source: CCBN, www.ccbn.com
Japan 1.625 1.625 1.475
Wholesale inventories, (mil. $) Sept 903,703 r905,386 900,668 0.34
Barron’s 50-Stock Average
65.8%
Switzerland 1.50 1.50 2.25
Britain 4.75 5.00 5.25
This index is a weighted average of 50 leading issues. Useful in secu-
rity valuation. Source: Barron's Stats Other Money Rates
2 Weeks ago Bank money market-z 0.48 0.49 0.58
Nov 7 Oct 31 Nov Yr-to-Yr
2024 2024 2023 % Chg Interest Checking-z 0.06 0.06 0.06
American Debt and Deficits Adjustable Mortgage Rates
75.3%
S&P 500 Index 5973.10 5705.45 4456.11 34.04 6-Month Certif-z 1.80 1.82 1.72
Barron’s 50 Index 14765.96 14147.54 11529 28.08
Projected quarterly earn 126.09 128.95 168.30 –25.08 12-Month Certif-z 1.96 1.97 2.00
Latest Preceding Year Ago Yr over Yr
Report Report Report % Chg Nov 8 Nov 1 Yr. Ago YOY % Chg Annualized projected earn 504.35 515.80 673.19 –25.08 30 Month Accounts-z 1.37 1.37 1.47
3 Weeks ago Annualized projected P/E 29.28 27.43 17.45 67.74 5-Year Certificates-z 1.38 1.38 1.36
Federal Budget Deficit (bil. $)-a 1,521FY'26 1,671FY'25 1,846FY'24 …. 1 Year Treas Bills 4.28 4.26 5.38 -20.45 Five-year average earn 516.81 517.96 525.4 –1.63
Budget Surplus/Deficit (bil. $)-b, September +64.26 –380.08 –170.72 -137.64 2 Year Treas Notes 4.15 4.06 4.97 -16.50 Five-year average P/E 28.57 27.31 21.96 30.12
Current Market Exposure: 60% U.S. Savings EE Bonds:
Trade Deficit (bil. $, sa)-c, September –84.36 r-70.79 –62.22 35.58 3 Year Treas Notes 4.12 4.01 4.79 -13.99 Year-end earn 627.44 627.44 695.5 –9.79
Equities, 0% Bonds, 40% Treasury Gross Public Debt. (bil. $)-d 35,912.1 35,847.0 33,704.5 6.55 5 Year Treas Notes 4.15 4.03 4.69 -11.51 Year-end P/E 23.53 22.55 16.60 41.75
Hedged Equity, 0% Cash Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. Long-Term (5yrs+) 2.60 2.70 2.70
10 Year Treas Notes 4.30 4.22 4.75 -9.47 Year-end earns yield, % 4.25 4.43 6.0 –29.61
Consumer Installment Debt (bil. $)-e, September 5,102.9 r5,096.9 4,984.7 2.37
Source: Delta Investment 20 Year Treas Bds 4.62 4.56 5.09 -9.23 Best grade bond yields, % 4.68 3.61 4.5 4.89 c-Annualized yields, adjusted for constant maturity, reported by the Federal
Management Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. FHFA PMMS+ Oct 6.48 6.48 6.95 -6.76 Bond yields/stock ylds, % 1.10 0.81 0.74 49.31 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Actual year-end divs 263.84 263.58 251.26 5.01 Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity. Actual yr-end divs yld, % 1.79 1.86 2.18 –18.04
 52 BARRON’S November 11, 2024

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Week’s Ex-
Saturday (November 16)
NONE

High Low
1108.41 744.74 Gold mining
11/7
1062.27
10/31
1039.58
Ago
744.74
Chg.
+2.18
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date Dividend Sunday (November 17)
NONE
Corporate (z) 200 r38,726 48,788
Municipal (z) 2,685 r14,209 10,818
Air Lease-AL (NYSE)
Amcor-AMCR (NYSE)
1.8
5.0
Q
Q
.22
.1275
.21
.125
4.8
2.0
12-12
11-21
12-12
11-21
1-09
12-11 Dates Monday (November 18)
Apollo Global Management
.463
Artesian Resources Cl A-ARTNA (Nasdaq) 3.4 Q .3014 .2955 2.0 11-15 11-15 11-25
Gold & Silver Prices Best Grade Bonds-y Atmos Energy-ATO (NYSE)
Automatic Data-ADP (Nasdaq)
2.4
2.0
Q
Q
.87
1.54
.805
1.40
8.1
10.0
11-25
12-13
11-25
12-13
12-09
1-01
This list includes payouts on
common stocks.
Black Hills
Bunge Global
Chevron
.65
.68
1.63
(Barron's index of 10 high-grade corporate bonds.) Becton Dickinson-BDX (NYSE) 1.8 Q 1.04 .95 9.5 12-09 12-09 12-31 NYSE CNA Financial .44
Handy & Harman 11/8 11/1 Year Ago 4.68 3.61 4.94 Crescent Energy .12
BlackRock Cap Allocation-BCAT (NYSE) 15.2 M .28854 .28713 0.5 11-15 11-15 11-29 Tuesday (November 12) Fortis .457
Gold, troy ounce 2691.15 2744.30 1941.65 BlackRock ESG Cap Alloc-ECAT (NYSE) 15.2 M .30503 .30158 1.1 11-15 11-15 11-29 Adecoagro .174 Helmerich & Payne .25
Silver, troy ounce 31.74 32.69 22.89 Interm-Grade Bonds-y
BlackRock Hlth Sciences-BMEZ (NYSE) 10.1 M .1769 .17599 0.5 11-15 11-15 11-29 AdvanSix .16 Jefferies Financial Group .35
Base for pricing gold and silver contents of shipments and for (Barron's index of 10 medium-grade corporate bonds.) BlackRock Sci & Tech-BSTZ (NYSE) 9.0 M .21549 .21404 0.7 11-15 11-15 11-29 American Water Works .765 L3Harris Technologies 1.16
making refining settlement. Cencora-COR (NYSE) 0.9 Q .55 .51 7.8 11-15 11-15 11-29 ArcelorMittal ADR .25 Murphy Oil .30
5.26 4.55 5.71 Central Securities-CET (NYSE AMER ) 1.2 S 2.05 .20 925.0 11-15 11-15 12-20 Calif Water Svc Grp .28 PennyMac Finl Svcs .30
Delek US Holdings .255 Phillips 66 1.15
Coins Price Premium $ Premium % Confidence Index Cogent Communications-CCOI (Nasdaq) 4.7 Q .995 .985 1.0 11-22 11-22 12-06 DR Horton .40 Quad/Graphics .05
Cornerstone Strategic-CLM (NYSE AMER ) 17.3 M .1224 .1086 12.7 1-15 1-15 1-31 Essential Utilities .326 Rockwell Automation 1.31
Krugerrand 2791.82 107.38 4.00 (High-grade index divided by intermediate-grade index; Cornerstone TR Fd-CRF (NYSE AMER ) 16.0 M .1168 .1037 12.6 1-15 1-15 1-31 Ethan Allen .39 Ryder System .81
Maple Leaf 2818.66 134.22 5.00 Southern .72
Mexican Peso 3244.63 8.00 0.25 decline in latter vs. former generally indicates rising confi- Emerson Electric-EMR (NYSE) 1.7 Q .5275 .525 0.5 11-15 11-15 12-10 IBM 1.67 Sprott .30
Austria Crown 2634.29 3.00 0.11 dence, pointing to higher stocks.) Evergy-EVRG (Nasdaq) 4.3 Q .6675 .6425 3.9 11-21 11-21 12-20 Kennametal .20
Austria Phil 2818.66 134.22 5.00 OneMain Holdings 1.04
89.0 79.3 86.6 Excelerate Energy-EE (NYSE) 0.5 Q .06 .025 140.0 11-20 11-20 12-05 Organon .28
U.S. Eagles 2818.66 134.22
Premium is the amount over the value of the gold content in the
5.00
Other Confidence Indicators:
ExxonMobil-XOM (NYSE)
F&G Annuities & Life-FG (NYSE)
3.3
1.8
Q
Q
.99
.22
.95
.21
4.2
4.8
11-14
12-17
11-14
12-17
12-10
12-31
PPG Industries
Reinsurance Grp America
.68
.89
Week’s Ex-
coin. Source Manfra, Tordella & Brookes, Inc. Bullion spot gold
price 2684.44 Bloomberg Barclays US Long Treasury* Fidelity National Finl-FNF (NYSE)
First Majestic Silver-AG (NYSE)
3.3
0.3
Q
Q .0048
.50
.0046
.48 4.2
4.3
12-17
11-15
12-17
11-15
12-31
11-29
Rollins Inc
Ryan Specialty Holdings
SmartFinancial
.165
.11
.08
Dividend
Genco Shipping & Trading-GNK (NYSE) 9.2 Q .40 .34 17.6 11-18 11-18 11-25
Gold Performance
(This index measures the performance of fixed-rate, nominal
US Treasuries with at least 10 years to maturity. Jan. 1,
1973=100.)
Gerdau ADR-GGB (NYSE)
Innospec-IOSP (Nasdaq)
5.0
1.3
O .021955 .016696
S .79 .76
31.5
3.9
11-21
11-18
11-21
11-18
12-23
11-26
Teekay Tankers
Visa Cl A
Weis Markets
.25
.59
.34
Dates
Karat Packaging-KRT (Nasdaq) 4.8 Q .40 .35 14.3 11-20 11-20 11-29 This list includes payouts on
The Vote: Rate-rise bets lifted the dollar 3166.29 3112.58 2875.34
KLA-KLAC (Nasdaq) 0.8 Q 1.70 1.45 17.2 11-18 11-18 12-03
Wednesday (November 13) common stocks.
and sank gold 1.9%, to $2,691 an ounce. AerCap Holdings .25
Bloomberg Barclays US Credit Lancaster Colony-LANC (Nasdaq) 1.9 Q .95 .90 5.6 12-05 12-05 12-31 Centerra Gold .05 NASDAQ
50 LXP Industrial Trust-LXP (NYSE) 5.6 Q .135 .13 3.8 12-31 12-31 1-15 Clipper Realty .095 Tuesday (November 12)
Barron's Gold Mining Index (1062.27) (This index includes all publicly issued, fixed-rate, non-con- Main Street Capital-MAIN (NYSE) 5.8 M .25 .245 2.0 1-08 1-08 1-15 CMS Energy .515
vertible, investment-grade, dollar-denominated, SEC-regis- FTAI Infrastructure .03
45 Microchip Technology-MCHP (Nasdaq) 2.5 Q .455 .454 0.2 11-22 11-22 12-06 Concentra Group .062
Heartland Financial USA .30
tered corporate debt.) Modiv Industrial Cl C-MDV (NYSE) 6.9 M .0975 .09583 1.7 1-31 1-31 2-25 Consolidated Edison .83
Employers Holdings .30 Meridian .125
40 3158.54 3146.92 2831.15 Power Integrations-POWI (Nasdaq) 1.3 Q .21 .20 5.0 11-29 11-29 12-31 Northeast Bank .01
Entergy .60
Primoris Services-PRIM (NYSE) 0.4 Q .08 .06 33.3 12-31 12-31 1-15 Home BancShares .195 PC Connection .10
Bond Buyer 20 Bond Index Radius Recycling .188
35 Regency Centers-REG (Nasdaq) 3.8 Q .705 .67 5.2 12-16 12-16 1-03 Kenvue .205 Rush Enterprises A .18
Rockwell Automation-ROK (NYSE) 1.9 Q 1.31 1.25 4.8 11-18 11-18 12-10 MSC Industrial Direct .85 Rush Enterprises B .18
(Index of yields of 20 general obligation municipal bonds.) PBF Energy .275
30 Roper Technologies-ROP (Nasdaq) 0.6 Q .825 .75 10.0 1-03 1-03 1-17 Shore Bancshares .12
4.28 4.16 3.93 Select Medical Holdings .125 Willis Lease Finance .25
Ryman Hospitality Prop-RHP (NYSE) 4.0 Q 1.15 1.10 4.5 12-31 12-31 1-15 Sensata Technologies .12
25 Bond Buyer Municipal Bond Index Sabine Royalty Tr UBI-SBR (NYSE) 10.1 M .51435 .43584 18.0 11-15 11-15 11-29 Sturm Ruger .11 Wednesday (November 13)
Saratoga Investment-SAR (NYSE) 11.9 Q 1.09 .74 47.3 12-04 12-04 12-19 United Rentals 1.63 ArcBest .12
(Index of 40 actively-traded tax-exempt bonds; component Seanergy Maritime Hldgs-SHIP (NCM ) 10.9 Q .26 .25 4.0 12-27 12-27 1-10 Wabtec .20 Astec Industries .13
20 West Pharmaceutical Svcs .21 Cheesecake Factory .27
issues are changed regularly to keep the index a current Simon Property Group-SPG (NYSE) 4.7 Q 2.10 2.05 2.4 12-09 12-09 12-30
picture of the market. Source: The Bond Buyer Sprott-SII (NYSE) 2.8 Q .30 .25 20.0 11-18 11-18 12-03 Equinix 4.26
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Thursday (November 14)

15 Global Water Resources .025
Handy & Harman Gold Price 4.41 4.39 5.22 Tennant Co-TNC (NYSE) 1.3 Q .295 .28 5.4 11-29 11-29 12-16 Affiliated Managers .01 Landmark Bancorp .20
Texas Pacific Land-TPL (NYSE) 0.3 Q 1.60 1.17 36.8 12-02 12-02 12-16 Amerant Bancorp .09 Paccar .30
10 Stock/Bond Yield Gap-s Timberland Bancorp-TSBK (Nasdaq) 3.1 Q .25 .24 4.2 11-15 11-15 11-29 Berkshire Hills Bancorp .18 Pool 1.20
Capital One Financial .60 Winmark 7.50
TXO Partners-TXO (NYSE) 12.4 Q .58 .57 1.8 11-15 11-15 11-22
5 (Difference between yield on highest-grade corporate bonds Universal Insurance-UVE (NYSE) 2.9 Q .29 .16 81.2 12-06 12-06 12-13
Comfort Systems USA .35 Winmark .90
and yield on stocks on the DJIA.) Coterra Energy .21
Western Alliance Bancorp-WAL (NYSE) 1.7 Q .38 .37 2.7 11-15 11-15 11-29 Crown Holdings .25 Thursday (November 14)
0 -3.10 -1.83 -2.84 Zions Bancorp-ZION (Nasdaq) 3.0 Q .43 .41 4.9 11-14 11-14 11-21 ExxonMobil .99 Cognex .08
Fresh Del Monte Produce .25 Diamondback Energy .90
-5 Yield on DJ Equal Weight US Corp Bond Idx: Ingersoll Rand .02 Expand Energy .575

D J F M A M J J A S O N Corp Bonds, (y) 5.23 5.27 6.13 Dividend Payment Reductions Adjusted % Record Ex-Div Payment
INVESCO
KB Home
Materion
.205
.25
.135
First Mid Bancshares
Heidrick & Struggles
Hennessy Advisors
HomeTrust Bancshares
.24
.15
.138
.12
v-Week ended Thursday. y-Yield to maturity, week ended Olin Corp .20
Thursday. z-Source: LSEG.*Barclays T-Bond Index discontin- Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Peabody Energy .075 LKQ .30
SunCoke Energy .12 LPL Financial Holdings .30
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ued by firm. Magyar Bancorp .05

Algonquin Pwr & Utilities-AQN (NYSE) 5.5 Q .065 .1085 -40.1 % 12-31 12-31 1-15 TJX Cos .375
Ardmore Shipping-ASC (NYSE) 8.9 Q .18 .38 -52.6 % 11-29 11-29 12-13 Unitil Corp .425 Provident Fincl Hldgs .14
WEC Energy Group .835 Sandy Spring Bancorp .34
Berry -BRY (Nasdaq) 2.6 Q .03 .12 -75.0 % 11-15 11-15 11-25 Silicon Motion Tech ADR .05
Casey's General Stores .50
Federal Reserve Data Bank Week’s Climb Global Solutions
Costco Wholesale
.17
1.16
North Eur Oil Royalty Tr-NRT (NYSE)
Sachem Capital-SACH (NYSE AMER )
10.8
9.8
Q
Q
.02
.05
.21
.08
-90.5 %
-37.5 %
11-15
11-18
11-15
11-18
11-27
11-26
Friday (November 15)
ACCO Brands .075
TPG
Zions Bancorp
.38
.43
Donegal Group Cl A .172 TERNIUM ADR-TX (NYSE) 8.8 S .90 2.20 -59.1 % 11-18 11-18 11-26 AGCO .29 Friday (November 15)
One week ended Nov 6:
Dividend Donegal Group Cl B .155
Allete
Alta Equipment Cl A
.705
.057
Artesian Resources Cl A .301
Member Bank
Reserve Chgs. (Mil. $)
Prev.
Week
Change
Year
Ago
Change Payment
East West Bancorp
GE HealthCare Techs
HealthStream
.55
.03
.028
Stock Splits/Dividends Special Dividends American States Water .465
Applied Indl Techs .37
BankFinancial
Bassett Furniture Inds
BOK Financial
.10
.20
.57
Record Ex-Div Pay Record Ex-Div Pay
Arch Resources .25 Brookline Bancorp .135
Independent Bk Michigan .24 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Artisan Ptrs Asset Mgmt .82
U.S. Gov't securities: Kaiser Aluminum .77 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Business First Bancshares .14
This list includes payouts on Booz Allen Hamilton Hldg .51 CB Financial Services .25
common stocks. Lifetime Brands .043 Entergy-ETR (NYSE) 2-for-1 12-05 12-13 12-12 Carlisle Cos 1.00
Bought outright 6,608,210 -19,669 -729,851 American Financial Group-AFG (NYSE) 4.00 11-15 11-15 11-26 Cintas .39
OceanFirst Financial .20 CF Industries Holdings .50 ConnectOne Bancorp .18
NASDAQ PCB Bancorp .18 Chemours .25
Federal agency secur: Genesis Energy .165 International Seaways-INSW (NYSE) 1.08 12-13 12-13 12-27 Constellation Energy .352
Bought outright 2,347 .... ....
Monday (November 11)
NONE
Premier Financial
QuantaSing Group ADR
Southern States Bcshs
.31
.201
.09
Week’s Global Partners
Hess Midstream
Levi Strauss
.73
.685
.13
Weyco Group-WEYS (Nasdaq) 2.00 11-18 11-18 1-02
Church & Dwight
CONSOL Energy
Corning
.284
.25
.28
Eagle Bancorp Montana .142
Eastern Co
Fidelity D & D Bancorp .40
.11
Reserve bank credit:
Primary Credit 1,401 -66 -970
Tuesday (November 12)
CLPS .13
Westamerica Bancorp
Saturday (November 16)
.44
Dividend Oneok .99
Western Midstream Ptrs .875
Week’s Ex-
Tues. (Nov. 12)-Wed. (Nov. 13)
NONE
Duke Energy
Eli Lilly
Emerson Electric
1.045
1.30
.527
FirstCash Holdings
Hawkins
Honeywell International 1.13
.38
.18
Secondary Credit
Seasonal Credit
....
55
....
-4
....
+20
Five Star Bancorp
HBT Financial
Investcorp Europe I Cl A
.20
.19
.60
NONE
Sunday (November 17)
Payment Friday (November 15)
Abbott Laboratories .55 Dividend Thursday (November 14)
Bar Harbor Bankshares .30
Enbridge
Enzo Biochem
.658
.10
iRadimed
Lakeland Industries
.15
.03
Float -329 +87 -140 AbbVie 1.55 Federal Signal .12 Logility Supply Chain .11
Pacific Premier Bancorp .33 This list includes payouts on Gorman-Rupp .185 MGP Ingredients .12
NONE Accenture Cl A 1.48
Other F.R. Assets
Total Fed Credit #
44,104
6,952,847
+746
-21,523
-3,699
-869,182
RBB Bancorp
Sierra Bancorp
.16
.24
common stocks.
NYSE
AES
Alcoa
.172
.10
Dates Friday (November 15)
Cryo-Cell International
Park National
.25
1.06
GSK ADR
HCI Group
.393
.40
Middlesex Water
Nexstar Media Cl A
.34
1.69
South Plains Financial .15
Gold stock
SDR Certif. Accounts
11,041
10,200
....
....
....
+5,000
Texas Instruments
TriMas Corp
1.36
.04
Week’s Monday (November 11)
Ally Financial
Ameriprise Financial
AO Smith
.30
1.48
.34
This list includes payouts on
common stocks.
Park National
Sat. (Nov. 16)-Mon. (Nov. 18)
.50
Hilton
International Paper
Jabil
.463
.15

.08
Otter Tail
Park-Ohio Holdings
Phillips Edison
.468
.125
.102
NONE
Treas. Curr. Outst.
Total
53,157
7,045,421
+14
-21,459
+728
-863,133
Wednesday (November 13)
Cracker Barrel .25
Dividend Tuesday (November 12)
Aon
Cadre Holdings
.675
.087
NYSE American NONE
JM Smucker
Kroger
Lindsay
1.08
.32
.36
Resources Connection
Reynolds Cnsmr Products .23
Royalty Pharma
.14
.21
Currency in circ 2,358,144 +3,156 +32,574 Air Products & Chemicals 1.77 Colgate-Palmolive .50
Treas. Cash Hldgs 347 +11 -30
Hanover Bancorp .10
Hingham Institution Savs .63
Northern Technologies .07
Payment Suburban Propane
Warrior Met Coal
.325
.08
Federated Hermes
General Dynamics
.31
1.42 Top 5 Insider Purchases by Magna International
Marathon Oil
.475
.11
Selective Insurance
Shyft Group
Southern Missouri Bncp
.38
.05
.23
Treas. Fed Deposits 842,051 +6,814 +69,365 Webster Financial .40 Hormel Foods .282 Matador Resources .25
Starbucks .61
Foreign Fed Deposits
Other Fed Deposits
9,682
158,444 +1,365
-1 -43
-3,879
Thursday (November 14)
Alliance Resource Ptrs .70
This list includes payouts on
common stocks. Wednesday (November 13)
Kinder Morgan
Lazard
.287
.50 Company in 2024 Maximus
MSA Safety
MSCI
.30
.51
1.60
Timberland Bancorp
USCB Financial Holdings .05
.25
NYSE American Archrock .175 Lithia Motors .53 Number of Number of Avg. Wingstop .27
Other FR liab/cap -157,518 -4,428 -91,537 Apple .25 Atmus Filtration Techs .05 Marsh & McLennan .815 Company Sym Insiders Shares $ Value Price Origin Bancorp .15
Baker Hughes .21 Wynn Resorts .25
Total factors 3,771,301 -58,621 -808,344 Mon. (Nov. 11)-Tues. (Nov. 12) Brown & Brown .15 Morgan Stanley .925 Oshkosh .46
Cal-Maine Foods 1.019 NONE Celanese .70 MPLX .956 Townebank TOWN 115 66,143 1,866,384 $28.22 Otis Worldwide .39 Saturday (November 16)
Reserves F.R. banks 3,274,120 +37,162 -54,788 First Interstate Banc .47 Citizens Financial Group .42 Northwest Natural .49 Ul Solutions ULS 22 590,669 16,538,732 $28.00 Penske Automotive 1.19 NONE
Fgn hold U.S. debt 3,333,887 +4,746 -97,912 Independent Bank Group .38 Wednesday (November 13) Las Vegas Sands .20 NRG Energy .407 Provident Finl Services .24
Compass Diversified CODI 19 219,168 4,838,776 $22.08
Martin Midstream Ptrs .005 Amcon Distributing .18 ReposiTrak .016 PermRock Royalty Trust .03 RTX .63 Sunday (November 17)
Plains All Amer Pipeline .317 Community Trust Bancorp CTBI 15 40,443 1,925,474 $47.61
Virtus Invt Partners 2.25 Procter & Gamble 1.007 Shell ADR .688 NONE
Reserve Aggr (Mil. $) Latest Prev. Month % Year Plains GP Holdings .317 Thursday (November 14) Select Water Solutions .07 Bkv BKV 13 122,950 2,213,100 $18.00 Sherwin-Williams .715
Month Ended Sept: Month Month Chg. Ago NONE Thursday (November 14) South State .54 Smurfit Westrock .303 Monday (November 18)
Friday (November 15) Top 5 Insider Sales by Company in 2024 Southwest Gas Holdings .62
Aptargroup .45 Synchrony Financial .25 Amgen 2.25
Total Reserves: 3,236,800 3,321,100 -2.54 3,239,600 1st Source .36 Friday (November 15) Atlas Energy Solutions .24 Targa Resources .75 Standard Motor Products .29 First Hawaiian .26
Salesforce CRM 53 1,434,828 405,448,138 $287.97
NonborrowedRes 3,141,100 3,215,400 -2.31 3,017,400 Alliant Energy .48 Friedman Industries .04 Cheniere Energy Ptnr .775 Thor Industries .50 Teleflex .34 Gen Digital .125
Banner .48 Doordash DASH 50 3,026,815 372,607,364 $123.10
Tompkins Financial .62 Cheniere Energy Ptnr .035 Unum Group .42 TXO Partners .58 Papa John's International .46
BorrowedReserves 95,735 105,679 -9.41 222,201 BCB Bancorp .16 Commercial Metals .18 Coinbase Global COIN 49 1,366,931 280,671,348 $205.33 US Physical Therapy .44 Patria Investments .15
Monetary Base 5,588,400 5,670,200 -1.44 5,567,200 Cap Clean Energy Carriers .15 Sat. (Nov. 16)-Sun. (Nov. 17) Delek Logistics Partners 1.10 Sat. (Nov. 16)-Sun. (Nov. 17) Datadog DDOG 47 2,657,629 324,912,926 $122.26 Western Alliance Bancorp .38 Spok Holdings .312
Capitol Federal Finl .085 NONE Enterprise Pdts Partners .525 NONE Atlassian TEAM 46 1,092,404 211,366,428 $193.49 Whirlpool 1.75 Walgreens Boots Alliance .25
 November 11, 2024 BARRON’S 53

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

CmntyTrBcp GileadSciences Nasdaq Septerna ZoomVideo Gauzy SolarEdgeTech Bio-RadLab A EverusConstrn LennoxIntl Salesforce YPF

Week’s CNB Fin PA

CoastalFinl
CodaOctopus
CogentComm
GladstoneComm
GlobalLightsAcqn
GlobalWaterRscs
GooseheadIns
Natera
Nathan's
NatlCineMedia
NB Bancorp
Sezzle
ShoreBancshares
SiebertFin
SierraBancorp
Zymeworks
NEW LOWS
23andMe
GenerationIncm
Genmab
GlimpseGroup
GlobalFoundries
SolidPower
SonnetBio
SoundThinking
Srivaru
BlackRock
Blackstone
BlendLabs
BoozAllen
ExcelerateEner
FB Financial
FNB
FairIsaac
LincolnNational
LithiaMotors
LiveNationEnt
LomaNegra
SallyBeauty
Samsara
SchneiderNatl
ScottsMiracleGro
Yext
YumChina
ZetaGlobal
ZurnElkayWater

New Highs CognizantTech

ColliersIntl
ColonyBankcorp
GpoFinGalicia
Grab
GrandCanyonEduc
NBT Bancorp
nCino
NCS Multistage
SimmonsFirstNat
Sinclair
SingularGenomics
AcadiaHlthcr
Accolade
Aditxt
Gogoro
GreenwaveTech
GuardforceAI
SRM Ent
Starbox
StryveFoods
BostonSci
Bowhead
Box
FederatedHermes
FidNatlInfo
FinanceofAm
LouisianaPacific
LumenTech
Luxfer
SelectWater
Sempra
ServiceIntl
NEW LOWS
AES

and Lows ColumbiaBanking GreatLakesDredge NeoVolta SiTime AeriesTech HallofFameResort SuperMicroComp BoydGaming FirstBanCorp M&T Bank ServiceNow AMN Healthcare
CommerceBcshrs GreatSouthernBncp Netflix SkywardSpecIns Agenus HCW Biologics SynergyCHC BreadFinancial FirstBancshares MDU Rscs ServisFirst ATI PhysTherapy
CommScope GreenlightCapRe Netgear SkyWest Agriforce HighestPerf T Stamp BridgeInvt FirstCmwlthFin MPLX ShakeShack Adient
CommvaultSys GridDynamics Neurogene SLM AkoustisTechs HudsonTech T2Biosystems BrightSphere FirstHorizon Macerich Shift4Paymts agilon health
NYSE CompoSecure HackettGroup NewsCorp A SmartSand AlaunosTherap HyzonMotors TangoTherap BrightView Fiserv MSG Ent SilganHoldings AlmacenesExito
ConnectOneBncp HamiltonLane NewsCorp B SoFiTech Allbirds Icon Taoping BrinkerIntl FlotekIndustries MSG Sports Similarweb AltoNeurosci
AllegroMicro AmericaMovil

663 131
ConsldComm HancockWhitney NexGel SolenoTherap ImmunoPrecise TayshaGene BristolMyers Flowserve ManulifeFinl SimonProperty
ConstructionPtrs HanmiFinancial NexstarMedia SoMO Bancorp AlternusCleanEner InnatePharma TCBioPharm BrixmorProp Fluor Marcus SmartFinancial AngelOakMtgREIT
CorceptTherap HashiCorp NextNav SouthernFirstBcsh AltisourcePortf InsightAcqnA TempestTherap BroadridgeFinl FreshDelMonte Markel SmurfitWestrock AB InBev
CoreScientific HCMIIAcqn NortheastBank SouthernStBcsh AltoIngred InteractStrength ThredUp BrookfieldAsset GATX MartinMarietta Snap-On Aptiv
New Highs New Lows Andersons ADM
Corvel HealthcareAI A NortheastCmBncp SouthPlainsFin Intevac TopWealth BrookfieldBus GEO Group MasTec SolarisEnergy
CorvusPharm HealthEquity NorthernTrust SouthsideBcshs AnebuloPharm Iridex Torm Brookfield GE Vernova MasterBrand SolarWinds ArdentHealth
Nasdaq Costco HealthStream NorthfieldBanc Sportradar Anghami IvedaSolutions Toro BrookfieldInfr GFLEnvironmental Mastercard SonicAutomotive ArdmoreShipping
CRA Intl HeartlandFinUSA NorthrimBanCorp SpringValleyII A AntelopeEnterprise JaguarHealth TreasureGlobal BrookWealth Garmin Matson Sony AresCommRealEst

899 361
CredoTech Heidrick&Strug NorthwestBcshs SproutsFarmers APA JamesRiver TridentDigital Brown&Brown Gartner MercuryGeneral SouthState B&G Foods
CrineticsPharm HeritageCommerce NorthwestPipe SR Bancorp ApellisPharm JBDI TrinityCapital Build-A-Bear GatesIndustrial MillerIndustries SouthwestGas BCE
CSG Systems HeritageFin NorwoodFin Stagwell Aptorum Jet.AI TruGolf ButterflyNtwk Generac MirionTech Spotify BP
CSW Industrials HillmanSolns NurixTherap StarFashion AquaMetals Kaixin Tucows BylineBancorp GeneralMotors Moelis StandexIntl Boeing
New Highs New Lows ArcturusTherap
CtrlPlainsBcshs HinghamSvg NVIDIA SteelDynamics KandiTech U-BX Tech CACI Intl Genpact Moog A StateStreet BorrDrilling
CtznCmntyBcp HomeBancorp O'ReillyAuto StepStone ArtesianRscs A Katapult uCloudlink CAVA Gildan Moog B StellarBancorp Brown-Forman A
NYSE American CVB Fin HomeTrustBcshs OakValleyBncp SterlingInfr AssetEntities KellyServices A UnityBiotech CBL&Assoc GlacierBancorp MorganStanley StifelFinancial Brown-Forman B
DailyJournal HopeBancorp OakWoodsAcqnA StockYardsBncp AstroNova KellyServicesB UTime CBRE Group Glaukos MotorolaSol Stride BungeGlobal

29 21
DelcathSystems HorizonBancorp OceanFirstFin StoneX Astrotech KindlyMD Valneva CNO Financial GlblBusTravel MuellerIndustries Stryker CMB.TECH
DescartesSystems HorizonSpaceI Oculis SunriseRealty AtlCoastal II A KlothoNeuroscience VCIGlobal CNX Resources GlobalIndemnity MuellerWater SummitMaterials CanadaGoose
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New Highs New Lows
DonegalGroup A HuronConsulting OldNatlBncp T-MobileUS AvalonGloboCare Lantronix ViaSat CRH GoldmanSachs NaturalGrocers SuperGroup Celanese
Only includes COMMON and REIT stocks DoorDash i3Verticals OneSpan TakeTwoSoftware AviatNetworks Lazydays VincerxPharma CTS Gorman-Rupp NaturalResPtrs Sweetgreen Cemex
DormanProducts ICF Intl OneSpaWorld TalenEnergy Aware Leafly ViractaTherap Cabot Graham NatWest Sylvamo CentraisElBras
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NYSE American AppLovin DrivenBrands Illumina OptimumBank TaskUs AytuBioPharma Volcon CadenceBank NetLeaseOffice Chemed
Lineage Grainger SynovusFinl
Arcellx DT CloudStar Incyte OrrstownFinSvcs TectonicTherap BairdMedInvt Wag! Nextdoor Clarivate
LinkageGlobal CaliforniaRscs GraniteConstr TC Energy
NEW HIGHS argenx DuetAcqnA IndepBankMI OrthofixMed TeraWulf BAIYU WahFuEducation NicoletBankshares Coca-Cola Femsa
LipellaPharm CIBC GreenDot Tegna
BarHarborBkshs ArriVentBio Duolingo IndependentBank PaloAltoNtwks Tesla BallardPower WearableDevices NiSource COPEL
Lottery.com Cango Greenbrier Tanger
ChicagoRivet ArrowFinancial DXP Ents IndependentBank Park-Ohio TetraTech BanzaiIntl WeBuyGlobal NorfolkSouthern ConstBrands A
LotusTech CapitalOne Greif B Tapestry
Electromed AsiaPacificWire EasternBankshares Innodata ParkeBancorp TexasCapBcshs Berry(bry) WestportFuelSys NorthwestNat Cool
Lucid CardinalHealth Grindr TargaResources
Envela AspenTech EastWestBncp InnovAge PathwardFinl TexasInstruments BetterHome&Fin WilhelminaIntl NorwegCruise Vesta
LuokungTech Carnival Group1Auto TaylorMorrison
Espey AsteraLabs ECB Bancorp InspiredEnt Paychex TexasRoadhouse BigCommerce WindtreeTherap NuScalePower Coty
Marqeta Carnival GpoSupervielle TelecomArgentina
EvansBancorp Atlanticus EdgewiseTherap Insulet Paylocity TG Therap Bio-Path XBPEurope OGE Energy Dana
MDB Capital CarpenterTech GuardianPharm TeledyneTech
FoxoTech AtlCoastal II A ElbitSystems Intapp Payoneer ThirdCoastBcshs BioceresCrop XChangeTEC.INC ONE Gas Diageo
MDJM CarriageSvcs Guidewire Telephone&Data
FlexSolInt AudioEye electroCore InteractiveBrkrs PCB Bancorp TimberlandBncp Biogen Xos ONEOK DollarGeneral
MeihuaIntlMed Caterpillar HASustInfrCap TevaPharm
ImpactBioMed Autodesk ElectronicArts InterDigital PeapackGladFin Tiptree BioraTherap XTI Aerospace Openlane DorianLPG
MGP Ingredients Celestica HSBC TexasPacLand
LairdSuperfood AveannaHealth EnergyRecovery Interface Pegasystems TLGY Acqn A BitOrigin YunhongGreenCTI OldRepublic Dow
Microvast CementosPacasm Hanesbrands Toast
BlackSpadeII Ecopetrol
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BrandEngagement NavitasSemi NEW HIGHS Ciena HoraceMann TurningPoint GrayTelevision
BankofMarinBncp ESSA Bancorp IsraelAcqns PinnacleFinPtrs TrueCar OwensCorning
NEW LOWS BRP NextTechnology AAMissionAcqnA Cinemark HoulihanLokey TutorPerini GreystoneHousing
BankwellFinl EurekaAcqnA Itron PioneerBancorp TrustcoBank PHINIA
Bruker NextTrip AcresCmclRlty Citigroup HowardHughes Twilio Guess?
BiomX Banner Exelixis J&JSnackFoods PlayaHotels Trustmark PJT Partners
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cbdMD BarrettBus ExlService JackHenry Plexus TTM Tech PNC Finl
Canoo NioCorpDevts AXIS Capital ClearSecure Hubbell UL Solutions HavertyFurn A
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KornitDigital CarbonRevolution NIP AcadiaRealty ClearwaterAnalytic Hyliion US Cellular Hershey
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KratosDefense Carmell noco-noco AcuityBrands Coherent IDACORP US Foods Holley
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GeniusGroup BGC
FidelityD&D LaureateEduc Premier UnitedTherap CelsiusHldg NuCana AerCap CommercialMetals IRSA ParkerHannifin UnderArmour C Huntsman
GrupoSimec BicaraTherap
FifthThirdBncp LCNB PremierFinl UnityBancorp Cemtrex NuvveHolding AlaskaAir CommunityFinSys ITT Parsons Unifirst JELD-WEN
HiRollerTech BioLifeSolns
FinInstitutions LeMaitreVascular PrimeEnergy UnivestFin CERoTherap OdysseyMarine Alcoa Compass IllinoisToolWks PaycomSoftware Unisys Kohl's
MatinasBioPharma Bioventus
FinwardBancorp Lensar PrincetonBncp UnivLogistics Check-Cap OfficePropIncm AllisonTransm ComstockRscs Imax Paymentus UtdCmtyBks KosmosEnergy
NewFoundGold BlackHawkAcqn
FinWiseBancorp LenzTherap PriorityTech Upstart CheetahNetSupply OncologyInst Altria CoreCivic IngersollRand Paysafe UnitedRentals KukeMusic
RetractableTechs BOK Fin
Booking FirstBancorp LeonardoDRS ProceptBio UpstreamBio ChinaSXTPharm Onconetix Ameren Corpay Ingredion PeabodyEnergy US Bancorp LG Display
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BowenAcqn FirstBancorpNC LesakaTech ProfireEnergy Upwork ChipMOSTechs ONE GroupHosp AmericanAssets CorpAmAirports IntegerHoldings Pearson UnitedHealth Lear
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Brainsway FirstBusFinSvcs LibertyBroadbandA ProgressSoftware US Lime&Min CitiusPharm Ontrak AmerExpress Corteva InterContHtls PediatrixMedical UnvlTechInst LightInTheBox
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BridgewaterBcshs FirstCitizBcshA LibertyBroadbandC ProvidentFin USCB Financial CoherusBioSci OptimizeRx AmericanFin Coupang IntlPaper Pentair UnumGroup LionElectric
Senseonics
Brightcove FirstCommBkshs LibertyFormOne A PTC VEON Collplant OptionCare Ameriprise CovenantLogist IntrepidPotash PerformanceFood UrbanEdgeProp LionsGate A
SerinaTherap
BrightSpring FirstComSC LibertyFormOne C PTC Therap Veracyte CommVehicle Organovo AmerisBancorp Crane InvenTrust PerimeterSolns V2X LionsGate B
Southland
BrooklineBncp FirstFinBkshs LibertyLiveA PureCycle Vericel comScore OstinTech Ametek Cullen/Frost IonQ PinnacleWest Valhi LyondellBasell
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BurkeHerbert FirstFinBncpOH LibertyLiveC QCR Holdings VeriskAnalytics Concentrix OtterTail Amphenol Cummins JPMorganChase PiperSandler ValmontInds Magnachip
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BusFirstBcshs FirstFinIN Life360 QMMM Veritex CosciensBiopharma PasitheaTherap Amrep Curtiss-Wright JacksonFinl PitneyBowes VeevaSystems MyersIndustries
Nasdaq BV Financial FirstHawaiian LigandPharm QuettaAcqn VeronaPharma CrossCtyHlthcr Peraso ApolloGlblMgmt Cushman&Wkfd JacobsSolns PlanetFitness VerisResidential N-able
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ACNB CarGurus FirstSavingsFin LPL Financial RedViolet VillageSuper A CytomXTherap ProPhaseLabs AristaNetworks Donaldson KKR ProvidentFinSvcs Vistra PACS Group
ACV Auctions Carlyle FirstUnited LSI Inds RepublicBcpKYA Vimeo DefDlyTarget2xSh PS Intl ArmstrongWorld DouglasEmmett KT PrudentialFinl VitesseEnergy POSCO
AdaptiveBiotech CarterBkshrs FirstUS Bcshs Lumentum RetailOppor VineHillCapA DentsplySirona PsyenceBiomed ArtisanPtrsAsset Dover Kadant Q2 VornadoRealty ParPacific
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AdvEnergyInds CathayGenBncp FlushingFinl MannKind RibbonComms WashTrBcp DigitalBrands QurateRetailB AtmosEnergy EMCOR KeyCorp RLI Walmart SFL
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AffinityBncshs CaysonAcqn Fortinet Marex RigelPharm WaveLifeSci DLH Holdings ReNewEnergy Avient ESCO Tech KimcoRealty RalphLauren WasteMgt SprucePower
AgiosPharm CB FinSvcs FourLeafAcqnA Marriott Robinhood Waystar DMC Global ResourcesConnect AxaltaCoating EagleMaterials KinderMorgan RangerEnergySvcs Waters StandardAero
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AlignmentHlthcr CF Bankshares FreightCarAmer MercantileBank SafetyInsurance WeycoGroup EditasMedicine SagaComm Bladex EmployersHldgs KnifeRiver RegionsFinl WellsFargo TeekayTankers
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Amazon.com CincinnatiFinl Gaia MicroStrategy ScienceApplicat XerisBiopharma FluxPower ServiceProperties Barclays EnerpacTool L3HarrisTech Revvity Wiley A VerticalAerospace
Amerisafe Cintas GalaxyPayroll MidWestOneFin SeacoastBkgFL XOMARoyalty ForesightAuto Shineco BarnesGroup EnovaIntl Labcorp RingCentral Wiley B Vishay
AmerSupercond CiscoSystems GCM Grosvenor MissionProduce SecurityNatFin ZebraTech Founder SilexionTherap Belden EnterpriseProd LandBridge Roblox Williams VishayPrecision
AndrettiAcqnIIA CitizensFinlSvc GDS Holdings MonarchCasino Seer ZevraTherap Fresh2 SiliconMotion BellRing Equitable Lazard RoyalCaribbean WolverineWwide Wayfair
Appian CityHolding GermanAmBncp monday.com SEI Investments Zillow A FuelCell SkyQuarry BenchmarkElec EquityBcshs Leidos Rubrik WorthingtonSteel WesternUnion
AppliedOptoelec CivistaBcshrs GigaMedia Morningstar Semtech Zillow C FundamentalGlbl SMX BerkshireHills EvercoreA Lemonade RyderSystem WyndhamHtls WoodsideEnergy
AppliedTherap ClimbGlbl GigCapital7A MrCooper SenecaFoods A ZionsBancorp GardenStage SolarBank BerryGlobal Everi LendingClub SLGreenRealty XPO Yeti
 54 BARRON’S November 11, 2024

SLOAN’S VIEW
Companies that convert employees’ pensions into
annuities reduce risks for themselves but create a
risk for pensioners.

corporations back insurance compa- converting about 3,800 pensions into

nies, that’s not the same as a federal MassMutual annuities.
government guarantee. You can see why Graham was in-
Why am I taking you through this? terested in doing this—it generated
Because last week, I got a notice from about $800 million of pretax profits
Graham Holdings, the former Wash- and still let it tell pensioners, as it did
ington Post Co., that the pension I in its letter to me, that they won’t be
earned during my days as Wall Street harmed by the conversion.
editor of Newsweek and have been That $800 million, which makes
collecting for about a dozen years has its way into income statements grad-
been converted into an annuity from ually, is more than the pretax profit
insurer MassMutual. that Graham, a conglomerate whose
A few years ago, Tribune Co., holdings include the Kaplan educa-
which owned my former employer tion business, Slate magazine, TV
Newsday, converted my pension into stations, and car dealerships, has
an annuity from F&G Annuities & earned in any year since it renamed
Life. But that pension, which I’ve itself after selling the Washington
also been collecting for about a dozen Post to Jeff Bezos in 2013.
years, was only about a seventh the Now, to the operations question.
size of my Graham pension. So, I Gary Weitzman, Nexstar Media’s
didn’t pay much attention to that chief communications officer, told me
change because it didn’t involve in an email that converting Tribune
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what I considered serious money. pensions into annuities “resulted in

But when I got the note from Gra- lower Pension Benefit Guaranty Corp.
ham, I decided to see why companies premiums and admin fees for the pen-
are doing these conversions—and to sion plan.”

My Pension Became
see what kind of risk the conversions In addition, he told me, “Life insur-
pose to pension recipients like me. ance companies do not have the regu-
(Yes, some of us still have nongovern- latory burden and fee structure that
ment pensions.) pension plans have. This helps the

An Annuity. Here’s
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Graham declined to comment. cost structure of the pension plan.”

But when I parsed some Graham Now to return to the risk question.
Securities and Exchange Commission It turns out that MassMutual has a
filings and combined what I found higher credit rating than Graham. So,

What I Learned.
there with information that I got from you can argue that by Graham derisk-
Tribune’s owner, Nexstar Media ing itself, it may have derisked me, too.
Group, I realized that the annuity- But even though MassMutual has
for-pension swap can not only in- a near-AAA credit rating, it’s still not
volve serious money but also simplify an arm of the federal government,
a company’s operations considerably. which the PBGC is. Insurance compa-

O
From a company’s view, what’s not nies have been known to fail. But the
BY ALLAN SLOAN ne of the more to like? Especially since the company PBGC isn’t subject to failing.
The writer is an independent business interesting can tell its pensioners that their in- A final note: Even though I’m no
journalist and seven-time winner of the moves that com- come won’t be affected by their be- longer a Graham pensioner, I still have
Loeb Award, business journalism’s panies are mak- coming annuitants. a stake in the company’s financial
highest honor. ing these days Now, let me take you through well-being because, for about a dozen
is “derisking” some of the math. years, I’ve been collecting payments
themselves by In its third-quarter 10Q filing, about a third the size of my pension
converting employees’ pensions into Graham said that converting approx- fund from a Graham SERP—a Supple-
annuities. imately 1,800 pensions (including mental Executive Retirement Plan.
While this maneuver reduces risks mine) into MassMutual annuities Graham’s deal with MassMutual
for companies, it creates a risk for generated about $700 million in didn’t cover SERPs. But even though
pensioners. That’s because pensions pretax gains that will be reported SERPs aren’t backed by any entity
are guaranteed by the federal Pension in the fourth quarter. other than Graham Holdings, I’ve got
Benefit Guaranty Corp., or PBGC, That was on top of a 2019 transac- total confidence that Graham will

Dreamstime
while annuities are guaranteed only tion that I hadn’t heard about until keep on paying me.
by the issuing insurance company. I started poking around Graham: And that, as they say, is the bottom
And even though state guarantee a $91.7 million pretax gain from line. B
 November 11, 2024 BARRON’S 55

RETIREMENT MAILBAG
Bonds Are Volatile. How Walmart, a De Facto
To Protect Your Portfolio.
Consignment Shop
BY ELIZABETH O’BRIEN Other advisors are sticking with To the Editor: yields more than 15%.
shorter maturities. Mark McCarron, chief Excellent article on Walmart (“Walmart Elliot Miller

A
postelection sugar rush has set- investment officer at Wescott Financial Is on a Winning Streak. How the Walton Naples, Fla.
tled into the stock market, but Advisory Group, is emphasizing bonds Family Keeps the World’s Biggest Retailer
the mood in bond country isn’t so with two- to four-year maturities, along on Track,” Cover Story, Nov. 1). Board
upbeat. While the S&P 500 is with mortgage-backed securities and Chairman Greg Penner’s assertion that Money in the Ground
notching record highs, the bond market is agency mortgage securities. Under Trump, “Walmart is a people-led, tech-powered
getting nervous that Donald Trump’s eco- laxer regulation and lower corporate tax omnichannel retailer dedicated to helping To the Editor:
nomic policies will fuel higher-than-ex- rates may fuel faster economic growth. “I people save money so they can live bet- One thing about gold miners is that they
pected growth, inflation, and deficits. think that growth translates into inflation ter” is nicely stated and right on. don’t have to market their product, and
Bonds have been whipsawed by the down the road, and inflation is a concern I should add that Walmart vendors there is zero risk that gold will go out of
election results—yields initially spiked and for the bond market, particularly at the provide great support to the company. style or get canceled due to environmen-
then fell back on soothing from the Fed- long end of the curve,” he says. At quarter’s end, Walmart reported in- tal concerns (“Gold Mining Stocks Are a
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eral Reserve, which cut its benchmark rate Investors can tap into those themes ventories of about $56 billion, with ven- Bargain. Here’s How to Buy In,” Nov. 1).
a quarter-point on Thursday. The volatility through ETFs like iShares 1-3 Year dor accounts payable of about $57 bil- There is no substitute or replacement for
is disconcerting, especially if you’re rely- Treasury Bond (SHY), which yields lion. With vendor funding standing at gold. A gold mine is basically money in
ing on bonds for income in a retirement around 3.9% and is up 3.6% this year, in- 102% of inventories, Walmart has less the ground.
portfolio or as a bulwark against declines cluding interest income. The Vanguard than zero of its own money tied up in Reginald Smythe
in stocks. There are ways to cut your risk, Mortgage-Backed Securities ETF inventories. In economic terms, that On Barrons.com
though, without giving up much income. (VMBS) is another option. It has a very makes Walmart a de facto consignment
The 10-year Treasury yield was at low 0.04% expense ratio and yields 3.9%. operation, and that helps fuel a powerful
RMDs: No Need to Wait
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

3.65% in mid-September. It’s since leapt to Corporate debt yields more than Trea- boost to return on invested capital.
4.32%. Other long-term yields have also suries, and default risks are exceptionally John R. Rich
spiked, causing exchange-traded funds low in the investment-grade universe. The Greensboro, N.C. To the Editor:
like iShares 20+ Year Treasury iShares 1-5 Year Investment Grade For people who anticipate large required
Bond (ticker: TLT) to lose 7% since Sept. Corporate Bond ETF (IGSB), for in- minimum distributions, or RMDs, there
16, including interest income. stance, yields 4.7% and is up 4.5% this Don’t Overlook BDCs is no reason to wait until you must take
Yields, which move inversely to prices, year, including interest income. distributions (“Tax Rates Could Go Up.
were inching up before the election on If you’re looking for more income, al- To the Editor: Make This Move Now,” Retirement, Oct.
expectations for faster economic growth, beit with more risk, consider adding a The feature concerning nonbank lend- 31). What I do is calculate each year
raising concerns that inflation won’t be little “junk,” or high-yield bonds. The larg- ing vehicles barely mentions publicly what my RMD will be and what tax
coming down as quickly as anticipated. est junk-bond ETF, iShares Broad USD traded business development companies bracket that will land me in. Any money
Trump’s election amplified the concerns. High Yield Corporate Bond (USHY), is (“Move Over, Banks. Alternative Asset I can take out at a lower bracket I con-
Some advisors aren’t making any up about 8% this year and yields 6.6%. Giants Plunge Into Private Credit,” vert to a Roth IRA. No sense letting
moves for now, waiting to see how the Remember, though, that if the economy Oct. 29). those lower tax brackets go to waste.
underlying data pans out. “It’s a little too starts losing momentum, junk bonds are At their current enhanced market Richard Abraham
early for retirees to give up on the bond likely to fall fast. prices, publicly traded BDCs still pro- Havertown, Pa.
market,” says Steven Conners, president With memories of 2022 still fresh, some vide significant yields in addition to
of Conners Wealth Management in Scotts- retirees may wonder if they need to bother their valuation increases. After signifi-
dale, Ariz. He plans to shift into floating- with bonds at all. That year, bonds cant growth in market value, BDC Send letters to [email protected].
rate funds if aggressive tariffs fan infla- plunged nearly as much as stocks. Yet that yields are more meaningful than those To be considered for publication,
tion, but for now he’s comfortable with a was due to unusually high infla- in most other areas of the market. correspondence must bear the writer’s
typical retiree portfolio of one-third bonds tion. Bonds should resume their role as The largest of the publicly traded name, address, and phone number.
in long-dated maturities. He also has ex- ballast in portfolios, McCarron says. Given BDCs, Ares Capital, now yields 9.1%. Letters are subject to editing.
posure to income-generating pipeline after-inflation yields that are more attrac- Another major BDC, Blackstone
companies, which are less correlated with tive than before the pandemic, bonds can Secured Lending, yields 10% after a
the bond market. One fund he’s eyeing if remain a solid bet for retirement portfo- share increase. Sixth Street Lending, The Barron’s Daily is our morning briefing
inflation ramps up is BlackRock Float- lios. A few tweaks may help, though, espe- another substantial entity, yields 10.4%. for what you need to know for the day.
ing Rate Income Strategies (FRA). cially if the recent turmoil isn’t over. B And Trinity Capital, a smaller company, Sign up at barrons.com/newsletters.